HomeMy WebLinkAbout03-10-06
03-06-2006
SMITH
09-13-2005
21 05-0832
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 +-
iEY:is47-EX-AFP-iii:osi-NOTicE-OF-iNHEiiTANCE-TAX-APpiAisEHENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WINIFRED E FILE NO. 21 05-0832 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA~'(::CfT) n:F;C~f("'AISEHENT ~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '. -j V n.~ -~. \. ".OF DEDUCTIONS AND ASSESSHENT OF TAX
PO BDX 280601 '
HARRISBURG PA 17128-0601
ZU06 MAR 1 0 Pri 12: 1; I
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
QR,P.'Hf".".rl.'.S.. r:n. '.'UiR-T
h ~'f , ~ \..,! \.r\J .
DlC ~r.""~:" ,,-. "'t"- n..
\..Jl.)~V;i~-~':,-,:.::-": ".. /.',"");, ,j (._,t.~.,. r)l\
WILLIAM S
DICK ETAL
13 W MAIN ST
WAVNESBORO
STE 210
PA 17268
ESTATE OF SMITH
.
REV-1547 EX AFP (06-05)
WINIFRED
E
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 03-06-2006
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igure5 that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Line 14 at Spousal rate (15)
16. A~unt of Line 14 taxable at Lineal/Class A rate (16)
17. A~t of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TS:
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. 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
61. 066.36
.00
.00
114.256.84
.00
58~000.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts
14. Net V.lue of Est.te Subject to Tax
(9)
nO)
111930.32
462.51
(Ill
(12)
(13)
(14)
(Schedule oJ)
NOTE:
.00 X
220~930.37 X
.00 X
.00 X
AMOUNT PAID
9~444.78
DATE
12-12-2005
NUHBER
0D006095
INTEREST/PEN PAID (-)
497.09
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your accountl
s~it the upper portion
of this form with your
tax payment.
233~323.2o
1~.39~ 83
220~930.37
.00
220~930.37
.00
9 ~941.87
.00
.00
9 ~ 941. 87
TOTAL TAX CREDIT 9~941.87
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $l~ NO PAYHENT IS REQUIRED. (\
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)~ YOU HAY BE DUE'--J
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.