HomeMy WebLinkAbout03-17-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
03-20-2006
DRANE
04-14-2005
21 05-0376
CUMBERLAND
101
APPEAL DATE: 05-20-2006
( 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 +-
REv:is47-,ii-AFP-ioi:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANci-oR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
J L FILE NO. 21 05-0376 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVIQ H RADCLIFF ESQ
RADCtIFF LAW OFFICE
20 fRFORD RD STE 200
LEMOVNE PA 17043
ESTATE OF
DRANE
REV-1547 EX AFP (06-05)
J
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 03-20-2006
) CHANGED
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/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
123~609.60
.00
.00
.00
150~175.61
.00
435~195.84
(8)
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. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assessment was issued previOUSly, lines 14. 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
NOTE:
DATE
07-13-2005
01-13-2006
+
INTEREST/PEN PAID (-)
2~894.74
.00
(9)
(10)
31~389.84
(19)=
NOTE: To insure proper
credit to your account~
submit the upper portion
of this form with your
tax payment.
708~981.05
32.258 52
676~722.53
227~606.23
449,116.30
.00
.00
29~295.60
30~747.94
60~043.54
60~043.63
.09CR
.00
.09CR
. 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 nCREDITn (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
868.68
(11)
(12)
(13)
(14)
.00 X 00 =
.00 X 045 =
244,130.03 X 12 =
204,986.27 X 15 =
AMOUNT PAID
55~000.00
2~148.89
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE