HomeMy WebLinkAbout03-10-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,-~"",,""'r;',~ ''\~,-'r,' n'- NOTICE Of INHERITANCE TAX
BUREAU Of INDIVIDUAL TA~~UY:;UtU (yrilDPRAISEHENT I ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - - Of DEDUCTIONS AND ASSESSHENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
03-06-2006
SIMPSON
10-13-2005
21 05-0932
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
CARLISLEI PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:is4'-Ex-AFP-ioi:oii-NOTicE-oF-INHERITANCE-TAX-APPRAisEMENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DAVID C FILE NO. 21 05-0932 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
20GG Hp,R 10 Pi, 12: '+ i
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OR'PU ^ "i'" ('(\II'RT
, rlhJ ~ 0vJ\.-d I
DONNA FOXBRO~MErp'-v~
96 SHADY LN
ANNVILLE
PA 17003
ESTATE OF SIMPSON
'*'
REV-1S47 EX AFP (06-0S)
DAVID
C
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 03-06-2006
( ) CHANGED
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and
r~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A~t of Line 14 at Spousal rate (15)
16. ~t of Line 14 taxable at Lineal/Class A rate (16)
17. ~unt of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
S.
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdII. Costs/Hisc. Expenses (Schedule H)
10. DebtslHortgage 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
NOTE:
DATE
01-12-2006
/NUttBER
CD006198
INTEREST/PEN PAID (-)
426.90
. If PAID AfTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
161.119.35
.00
.00
36.998.05
.00
.00
(8)
NOTE: To insure proper
credit to your accountl
submit the upper portion
of this form with your
tax pay.ent.
1981117.40
8.382 50
1891734.90
.00
1891734.90
19 will
ll9)=
.00
81538.07
.00
.00
81538.07
(9)
llO)
81382.50
.00
(11)
(12)
(13)
ll4)
81964.97
426.90CR
.00
426.90CR
( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A '.CREDIT.. (CR) I YOU HAY BE DUIi"
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) ~
(Schedule J)
.00
1891734.90
.00
.00
x 00 =
X 045 =
X 12 =
X 15 =
AHOUNT PAID
8,538.07
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE