HomeMy WebLinkAbout03-10-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
WRAISEMENT1 ALLOWANCE OR DISALLOWANCE
-'OF DEDUCTIONS AND ASSESSMENT Of TAX
03-13-2006
DAVEY
08-27-2005
21 05-0855
CUMBERLAND
101
APPEAL DATE: 05-12-2006
( See reverse side under Objections)
Amount Remittedl 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 +--
REY:is47-ix-AFP-coi:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN R FILE NO. 21 05-0855 ACN 101
BUREAU Of INDIVIDUAL 1;~\;~:\,"":"
INHERITANCE TAX DIVISION >",C:,_,\,_c1,L ":--.U
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
2006 MAR 10 Al1ll: 35
CLERK OF
~p'Hr\'N' 1'(" rU'\I'RT
EDMUND G . d,pcp;1 tf;'':;'d~ Ipt.
JOHNSON ET HL,' ......., ,"
301 MARKET ST
LEMOYNE
PA 17043
ESTATE OF DAVEY
'*
REV-1547 EX AFP (06-05)
JOHN
R
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 03-13-2006
( ) CHANGED
I~ an assessment was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will
r~lect ~igures that include the total ~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. AIlount of Line 14 at Spousal r.t. (15)
16. ~ount of Line 14 taxabl. at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A~unt of Line 14 taxable .t 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. R..l 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. C.shlBank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Tot.l Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charit.ble/Gover~ntal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
DATE
01-13-2006
NUMBER
CD006220
INTEREST/PEN PAID (-)
.00
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
12.663.27
.00
.00
(8)
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
tax pay.ent.
12,663.27
2.47:? 54
10,190.73
.00
10,190.73
00 =
045 =
12 =
15 =
.00
458.58
.00
.00
458.58
(9)
nO)
1,379.00
(19)=
458.58
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( 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.) C..
1.093.54
(11)
(12)
(3)
(4)
(Schadule J)
.00 X
10,190.73 X
.00 X
.00 X
AMOUNT PAID
458.58
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE