HomeMy WebLinkAbout05-05-06
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BUREAU OF INDiViDUAL' ~:fAX!$' ",- 1-
INHERITANCE TAX DIVISION-"."'
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENTI ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
05-08-2006
KOONS
12-27-2005
21 06-0015
CUMBERLAND
101
APPEAL DATE: 07-07-2006
( 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
~~!_~~9~~_!~~~_~~~~______~___!~!~!~_~g~~!_~g!!!g~_~g!_rg~!_!~~g!~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JEAN M FILE NO. 21 06-0015 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
,.. ':~ +
1""'\:,.....
..:,.\J
JAMES"\D BOGAR
BOGAR SHIPP LW OFCS
1 W MAIN ST
SHIREMANSTOWN
PA 17011
ESTATE OF
KOONS
REV-1547 EX AFP (06-05)
JEAN
M
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 05- 08-2006
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. Hortgages/Notes Receivable (Schedule D)
s. 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)
1541900.00
82.847.73
.00
.00
658.019.98
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage 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
I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
NOTE:
(9)
(10)
511388.07
NOTE: To insure proper
credit to your accountl
submit the upper portion
of this form with your
tax payment.
8951767.71
51.436 02
8441331.69
151000.00
8291331.69
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
.00
.00
1241399.75
1241399.75
r,. I.....'. KEl;E:If'T l+J AMOUNT PAID
DATE J NUHBER INTEREST/PEN PAID (-)
03-24-2006 JCD006473 61219.99 1181179.76
TOTAL TAX CREDIT 1241399.75
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
47.95
(11)
(12)
(13)
(14)
(IS)
(16)
(17)
(18)
.00 X 00 =
.00 X 045=
.00 X 12 =
8291331.69 X 15 =
(19)=
. IF PAID AFTER DATE INDICATEDI SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIP' (CR) I YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) . ·