HomeMy WebLinkAbout05-10-06
05-01-2006
HAKES
09-06-2005
21 05-0944
CUMBERLAND
101
APPEAL DATE: 06-30-2006
(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 +-
REY:is47-Ex-AFP-ioi:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PERRY L FILE NO. 21 05-0944 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r- ,'"''"'''r'"' ~,[:,\r<:, C' NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL8tfiEs""", ~ , , APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "~--,, OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
,...""'""/" ,4" 'I.' _t:1
LU: ' ; '-
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID H ST~E
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
ESQ
PA 17070
ESTATE OF
HAKES
REV-1547 EX AFP (06-05)
PERRY
L
TAX RETURN WAS: [X) ACCEPTED AS FILED
) CHANGED
DATE 05-01-2006
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)
S. 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)
.00
.00
.00
.00
15.469.55
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses [Schedule H)
10. Debts/Mortgage Liabilities/Liens [Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
13.214.46
23.760.54
NOTE: To insure proper
credit to your account.
subnit the upper portion
of this forn with your
tax paynent.
15.469.55
(11)
(12)
(13)
(14)
36.975 00
21.505.45-
.00
21.505.45-
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 =
.00 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
.00
.00
.00
.00
TAX CREDITS:
.- (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID [-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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). YOU MAY BE DUE \ II .-
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~