HomeMy WebLinkAbout04-10-06 (2)
REV- to EX (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Drusilla W Haas
FILE NUMBER
Deborah Washington
ACN
2105-0265
101
REVIEWED BY
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H B-2 The claim for attorney fees has been reduced from $1,000.00 to $500.00. Information
submitted did not indicate a demand for extraordinary services. The Department bases
its ruling on the assets filed for inheritance tax purposes, reasonableness, research and
complexity of the estate.
H B-3 Reduced to $350.00. Family exemption can only be claimed against assets subject to
will or intestacy.
ROW
Page 1
04-10-2006
HAAS
01-27-2005
21 05-0265
CUMBERLAND
101
APPEAL DATE: 06-09-2006
(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
9~!_~~9~~_!~}~_~~~~______~___~~!~!~_~9~~~_~9~!!9~_~9~-!9~~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DRUSILLA E FILE NO. 21 05-0265 ACN 101 DATE 04-10-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
,~
:....,
V
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
SAMUEL L ANDE_~()i'...
525 N 12TH ST~\
LEMOVNE
PA 17043
ESTATE OF
HAAS
REV-1547 EX AFP (06-05)
DRUSILLA
E
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ 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:
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)
.00
.00
.00
.00
350.00
6,302.11
.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)
(10)
2~496.77
.00
(11)
(12)
(13)
(14)
NOTE:
.00 X 00 =
4~155.34 X 045 =
.00 X 12 =
.00 X 15 =
DATE
02-22-2006
NUMBER
CD006354
+
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
45.24
INTEREST IS CHARGED THROUGH 04-25-2006
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account~
submit the upper portion
of this form with your
tax payment.
6~652.11
2.496 77
4,155.34
.00
4~155.34
(19)=
.00
186.99
.00
.00
186.99
45.24
141.75
5.26
147.01
. 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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)