HomeMy WebLinkAbout05-15-06
05-15-2006
WOLFE
04-29-2005
21 05-0512
CUMBERLAND
101
APPEAL DATE: 07-14-2006
( 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
i,1 c .-
9~!_~~9~9_~~~_~~~~~_____~___~~!~!~_~9~~~_~9~!!9~_~Q~_YQY~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BETTY J FILE NO. 21 05-0512 ACN 101 DATE 05-15-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
. BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRISBURG PA 17128-0&01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
STE~~EN J HOGG ESQ
-STE .101_
19 S::HANOVER ST
CAR l,:IS L E :
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17013
!;'---:'
ESTATE OF
WOLFE
REV-1547 EX AFP (0&-05)
BETTY
J
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)
b. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(b)
(7)
34,000.00
.00
.00
.00
4,514.08
35.94
.00
(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
(9)
nO)
9,675.03
12.410.95
(11)
(12)
(13)
(14)
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
lb. Amount of Line 14 taxable at Lineal/Class A rate (lb)
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: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
38,550.02
22.08'; 98
16,464.04
.00
16,464.04
14, 15 and/or 1&, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
16,464.04 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
740.89
.00
.00
740.89
. ~.. .~.. . IU:l.t:.1r' (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 05-30-2006 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 740.89
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 17 .21
TOTAL DUE 758.10
. 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 HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
\JV
REV-147a'EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
Betty J. Wolfe
REVIEWED BY
ACN
2105-0512
101
Sheila Megonnell
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
54
thru
64 & Phone Service Expenses and Cable Service Expenses are not allowable deductions
83 against the decedent's estate after the decedent's date of death.
thru
93
ROW
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