HomeMy WebLinkAbout04-10-06
04-10-2006
FREEDMAN
05-13-2005
21 05-0585
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
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REv:is47-Ex-AFP-ioi:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
SHIRLEY L FILE NO. 21 05-0585 ACN 101
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
t ~~
,,/
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JILL M WINEKA-.eSQ
PURCELL ETAL
1719 N FRONT ST
HBG
PA 17102
ESTATE OF
FREEDMAN
REV-1547 EX AFP (06-05)
SHIRLEY
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
DATE 04-10-2006
I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
re~lect figures that include the total of ~ 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)
IS. Amount of Line 14 taxable at Collateral/Class B rate (IS)
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)
S. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
127~000.00
.00
.00
.00
20..929.51
.00
.00
(S)
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)
24~636.81
35.848.72
(11)
(12)
(13)
(14)
NOTE:
.00 X 00 =
.00 X 045=
.00 X 12 =
87 ~ 443.98 X 15 =
+
INTEREST/PEN PAID (-)
421.05
.00
AMOUNT PAID
8~000.00
4..695.56
DATE
08-11-2005
02-08-2006
NUMBER
CD005675
CD006313
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account..
submit the upper portion
of this form with your
tax payment.
147..929.51
60.485 53
87,443.98
.00
87,443.98
(19)=
.00
.00
.00
13,116.60
13,116.60
13..116.61
.01eR
.00
.OleR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR).. YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)