HomeMy WebLinkAbout03-10-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
'~pp~~~ENT, ALLOWANCE OR DISALLOWANCE
\jiOf;,tDEDUCTIONS AND ASSESSHENT OF TAX
03-06-2006
LICKEL
05-06-2005
21 05-0430
CUMBERLAND
101
APPEAL DATE: 05-05-2006
( 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 +--
Riv:is4,-ii-AFP-ioi:053-NOTici-oF-iNHiiiTANci-TAi-APPRAisEMENT:-ALLOWANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GERTRUDE B FILE NO. 21 05-0430 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z8060l
HARRISBURG PA 171Z8-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
20n6 MAR 10 Pf112: 40
CLERK OF
,oRr1H',l\!'Q ('ni "RT
WAYNE F SHADE Es'~~iS',...~h,::",~V)ui I
53 W POMFRET STCJ~l,'- >
CARLISLE PA 17013
ESTATE OF LICKEL
*'
REV-1547 EX AFP (06-05)
GERTRUDE
B
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 03-06-2006
( ) CHANGED
I~ an asses~ent was issued previoUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total ~ ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. AIIount of Une 14 at Spousal rate (1S)
16. A~t of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. AIIount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
C TS:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Sch.dule A)
2. Stocks 8I1d Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. HortgageslNotes Receivabl. (Sch.dule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. ~ointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerel Expenses/A~. Costs/Hisc. Expanses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GovernMental Bequestsj Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
NUHBER
CD005492
CD006189
+
INTEREST/PEN PAID (-)
684.21
.00
(1)
(2)
(3)
(4)
(S)
(6)
(7)
153,593.84
403.80
.00
.00
10.930.91
4.389.32
173,648.57
(8)
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account,
sublli t the upper portion
of this for. with your
tax pay_nt.
342,966.44
23.387 01
319,579.43
.00
319,579.43
.00
14,381. 07
.00
.00
14,381.07
14,381.09
.02eR
.00
.02CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY B DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.
(9)
(10)
22,761.83
625.18
(11)
(12)
(13)
(14)
(Schedule ~)
.00 X
319,579.43 X
.00 X
.00 X
AHOUNT PAID
13,000.00
696.88
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE