HomeMy WebLinkAbout03-10-06
03-13-2006
STUART
04-16-2005
21 05- 0411
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
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
iEY:is47-Ex-AFP-io3:osj-NoTIcE-OF-INHEiITANCE-TAx-APpiAIiEMENT:-ALLowANci-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HENRY L FILE NO. 21 05-0411 ACN 101 DATE 03-13-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE~:(r"",:r;rn ('!C:C:~."AISEHENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION , LU'._' L_-'","_' \.." i ''-''oF- "DEDUCTIONS AND ASSESSHENT OF TAX
PO BOX 280601 - . .,
HARRISBURG PA 17128-0601
..
2006 tiAR I 0 Pr112= I 8
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
OR'"" It)."('\ ("i"V'RT
DAVID C GORITC...Il.w.-.~..,".\.'..\,;\_,v.'...,...:"..k..:y,I
U\ t,1';, f'" ," I., ,,,, Df.
MANUFACTURERSlfNTRADER: ,./) ! "\
1 W HIGH ST
CARLISLE
PA 17013
ESTATE OF STUART
.
REV-1547 EX AFP (06-05)
HENRY
L
If an assessment was issued previously, lines 14. 15 and/or 16, 17. 18 and 19 will
reflect figures that include the total of abb 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. Amount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
X TS:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.te (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(ll
(2)
(3)
(4)
(5)
(6)
(7)
133,333.00
6.219.184.00
.00
.00
1.458.888.00
.00
52,376.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern-.ntal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
209,739.00
(9)
(10)
10.725.00
(Ill
(12)
(13)
(14)
(Schedule J)
NOTE:
.00
.00
.00
7,643,317.00
X 00 =
X 045 =
X 12 =
X 15 =
AHOUNT PAID
110001000.00
91,616.00
DATE
07-15-2005
01-13-2006
NUHBER
.~~05569
t-mJ006202
INTEREST/PEN PAID (-)
521631.58
.00
INTEREST IS CHARGED THROUGH 03-28-2006
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this for. with your
tax payment.
7,863,781.00
~20.4j1;4 00
7,643,317.00
.00
7,643,317.00
(19)=
.00
.00
.00
1,146,497.55
1,146,497.55
1, 1441247 . 58
2,249.97
30.67
21280.64
. IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED. ~ J
IF TOTAL DUE IS REFLECTED AS A "CREDI~' (CR), YOU HAY BE ~
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
,.
RE\"1~70 EX (0.88)
J
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
FILE NUMBER
Stuart, Henry L.
REVIEWED BY
Daniel Heck
ACN
2105-0411
101
ITEM
SCHEDULE NO.
H 8-12
EXPLANATION OF CHANGES
Monies held in reserve for future administrative expenses, is not an allowable deduction
for the estate.
ROW
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