HomeMy WebLinkAbout04-17-06 (3)
REV-14iO 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
DECEDENT'S NAME
ASH, Goldie M.
FILE NUMBER
Kathy Leo
ACN
2105-0047
101
REVIEWED BY
ITEM
SCHEDULE NO.
J II
EXPLANATION OF CHANGES
The value of the charitable bequest has been disallowed. The decedent's Will did not
contain a specific bequest to the charity.
ROW
Paqe 1
04-10-2006
ASH
12-18-2004
21 05-0047
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-co3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GOLDIE M FILE NO. 21 05-0047 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
DAVID ASH
1110 FOXIANNA RD
MIDDLETOWN
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17057
ESTATE OF
ASH
REV-1547 EX AFP (06-05)
GOLDIE
M
DATE 04-10-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED
SEE ATTACHED NOTICE
( X) 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. 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)
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)
40,000.00
2,157.60
.00
.00
6,581.48
.00
.00
(8)
3,884.15
NOTE: 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:
.00 X 00 = .00
43,960.87 X 045 = 1,978.24
.00 X 12 = .00
.00 X 15 = .00
(19)= 1,978.24
894.06
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
48,739.08
4.778 21
43,960.87
.00
43,960.87
..~n. n~_~~. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-07-2006 CD006304 .00 1,078.23
INTEREST IS CHARGED THROUGH 04-25-2006 TOTAL TAX CREDIT 1,078.23
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 900.01
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 55.93
TOTAL DUE 955.94 I
II IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
:J;
.6 Dl=l=llNn c::.S:J:' DI:UJ:'D<:.I: c:.Tnl: nC' TUT~ I:'nDM I:'na T..rooTDI.,...TT,.....,11f' "
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
RECEIVED FROM:
ASH DAVID
1110 FOXIANNA ROAD
MIDDLETOWN, PA 17057
n~___U fold
ESTATE INFORMATION: SSN: 208-24-0628
FILE NUMBER: 2105-0047
DECEDENT NAME: ASH GOLDIE
DATE OF PAYMENT: 04/17/2006
POSTMARK DATE: 07/13/2006
COUNTY: CUMBERLAND
DATE OF DEATH: 12/18/2004
NO. CD 006561
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $955.94
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$955.94
REMARKS:
CHECK# 2454
SEAL
INITIALS: MG
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WillS
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