HomeMy WebLinkAbout05-26-06 (2)
REV-1470 EX 16-88)
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COMMONWEAL T~-1 ::>F PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NAME
REVIEWED BY
ITEM
SCHEDULE NO.
H 810
Geraldine V. Sohmer
Destiny S.R.8rown
INHERITANCE TAX
EXPLANA TION
OF CHANGES
EXPLANATION OF CHANGES
Changes have been made as per your request.
ROW
FILE NUMBER
ACN
2105-0571
101
Page 1
05-08-2006
SOHMER
06-15-2005
21 05-0571
CUMBERLAND
101
APPEAL DATE: 07-07-2006
(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-C03:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GERALDINE V FILE NO. 21 05-0571 ACN 101 DATE 05-08-2006
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
NANCY R CARBERRY
170 RIDGE RD
ETTERS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17319
ESTATE OF
SOHMER
REV-1547 EX AFP (06-05)
GERALDINE V
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
779,149.91 X 045 = 35,061.75
.00 X 12 = .00
.00 X 15 = .00
(19)= 35,061.75
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)
165,882.79
639,502.77
.00
.00
6,306.42
13,964.72
.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)
43,722.46
2.784.33
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
825,656.70
46.506 79
779,149.91
.00
779,149.91
.
1<1:1,;1:.11"'1 (+) AMOUNT PAID
DATE / NUMBER INTEREST/PEN PAID (-)
09-02-2005 \,'CD005756 1,745.26 33,160.00
INTEREST IS CHARGED THROUGH 05-23-2006 TOTAL TAX CREDIT 34,905.26
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 156.49
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.07
TOTAL DUE 158.56
/
?""
$'/
~ 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
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