HomeMy WebLinkAbout03-10-06
03-13-2006
COLLINS
03-16-2005
21 05-0270
CUMBERLAND
101
APPEAL DATE: 05-12-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS +-
REy:is4,-ix-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANci-oR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JAMES L FILE NO. 21 05-0270 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-06Dl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. NOTICE OF INHERITANCE TAX
ri:~UY\r1~"!fr-~~I!ITr; ALLOWANCE OR DISALLOWANCE
:~~:,,:~:=;-:.or:D~~ttoNS AND ASSESSMENT OF TAX
Zfl06 MAR lOAM II: 35
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
CHARLES E SHIELDS t!~fr~t~'~ry~~?~RTOJ\
6 CLOUSER RD ... ,. .. ...... '../.. if j
MECHANICSBURG PA 17055
ESTATE OF COLLINS
.
REV-1547 EX AFP (06-05)
JAMES
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 03-13-2006
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A~unt of Line 14 at Spousal rate (15)
16. AMount of Line 14 taxable at Lineal/Class A rate (16)
17. ~ount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
T :
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Kortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedula F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
131. 000.00
4.861. 53
.00
12.000.00
80.209.51
24.160.73
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Kortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
431897.58
1.604.90
(11)
(12)
(13)
(14)
(Schedule .J)
NOTE:
.00
2061729.29
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
AMOUNT PAID
71267.50
11652.81
DATE
06-09-2005
12-21-2005
NUttBER
CD005414
/CD006132
INTEREST/PEN PAID (-)
382.50
.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 12-22-2005 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(19)=
NOTE: To insure proper
credit to your accountl
sub.it the upper portion
of this for. with your
tax payment.
2521231.77
45.50? 4R
2061729.29
.00
2061729.29
.00
9#302.81
.00
.00
91302.81
91302.81
.00
1.13
1.13
( IF TOTAL DUE IS LESS THAN $1# NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~