HomeMy WebLinkAbout05-26-06
05-29-2006
HALADAY
12-26-2005
21 06-0101
CUMBERLAND
101
APPEAL DATE: 07-28-2006
(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-C03:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ANNA FILE NO. 21 06-0101 ACN 101
LuREAU 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
ANDREW H SHAW ESQ
61 W LOUTHER ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17013
ESTATE OF
HALADAY
REV-1547 EX AFP (06-05)
ANNA
TAX RETURN WAS: ( ) ACCEPTED AS FILED
X) CHANGED
DATE 05-29-2006
SEE ATTACHED NOTICE
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
.00
35,109.98
.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)
13,792.95
838.36
(1ll
(12)
(13)
(14)
If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14
16. Amount of Line 14
17. Amount of Line 14
18. Amount of Line 14
19. Principal Tax Due
TAX CREDITS.
NOTE:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
35,109.98
14.631 31
20,478.67
.00
20,478.67
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00 X 00 =
20,478.67 X 045=
.00 X 12 =
.00 X 15 =
(19)=
at Spousal rate
taxable at Lineal/Class A rate
at Sibling rate
taxable at Collateral/Class B rate
(15)
(16)
(17)
(18)
.00
921.54
.00
.00
921. 54
.
..,.u..., (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-12-2006 CD006550 .00 933.69
TOTAL TAX CREDIT 933.69
BALANCE OF TAX DUE 12.15CR
INTEREST AND PEN. .00
TOTAL DUE 12. 15CR/'o-
v
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
\.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (. \~,f/'
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE ~
A REFUND. SEE REVERSE SIDE DF THT~ FORM FOR TN~T~rTTnN~ 1
REV-1470 EX (6-88)
,
*
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANA TION
OF CHANGES
Anna Haladay
FILE NUMBER
REVIEWED BY
Sandra J Eslinger
ACN
2106-0101
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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