HomeMy WebLinkAbout03-10-06
03-06-2006
IAN
10-16-2005
21 05-0956
CUMBERLAND
101
APPEAL DATE: 05-05-2006
( See reverse side under Objections)
Amount RelDi tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REv:is4'-Ex-AFP-ioi:os3-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
SCOTT FILE NO. 21 05-0956 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
~~Et!J:NT 1 ALLOWANCE OR DISALLOWANCE
uOF"tJEOOCTIONS AND ASSESSHENT OF TAX
2u06 MAR I 0 Pri (2: l. I
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID J LENOX
WILEY GROUP
130 W CHURCH ST
DILLSBURG
C.LFRK Or:
_I. \ 1
O. .R.P. LJt.\'.rS' r'O..'!JRT
.. f !j ,~.... v- .t ..} I
CUMGC:~.:" eeL P/\
PA 17019
ESTATE OF IAN
.
REV-1547 EX AFP (06-05)
SCOTT
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
r~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate (15)
16. AMount of Line 14 taxable at Lineal/Class A rate (16)
17. ABount of Line 14 at Sibling rate (17)
18. A~unt 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 (Schedula B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Hortgages/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)
1581204.10
.00
.00
.00
21.674.70
1.641.03
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Tot.l Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
1561602.94
730.42
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X
241016.26 X
170.21 X
.00 X
AMOUNT PAID
11379.44
DATE
12-29-2005
NUMBER
CD006155
INTEREST/PEN PAID (-)
55.06
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
00 =
045 =
12 =
15 =
(19)=
NOTE; To insure proper
credit to your accountl
s~it the upper portion
of this for. with your
tax paYllB"t.
18L519.83
11;7.333 36
241186.47
.00
241186.47
.00
L 080 . 73
20.43
.00
11101.16
L434.50
333.34CR
.00
333.34CR
. IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCR) 1 YOU HAY BE DUEt
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) ~