HomeMy WebLinkAbout05-26-06 (2)
05-29-2006
COOPER
10-19-2000
21 05-0986
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-coj:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FRANCIS R FILE NO. 21 05-0986 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-NOHCEOF.INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
MICHAEL S TRAVIS
3904 TRINDLE RD
CAMP HILL
QATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17011
ESTATE OF
COOPER
REV-1547 EX AFP C06-05)
FRANCIS
R
DATE 05-29-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
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
56,000.00
.00
.00
.00
.00
.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)
6,730.31
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
56,000.00
6.730 31
49,269.69
.00
49,269.69
NOTE: IT an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reTlect Tigures that include the total oT ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 39,634.85 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 9,634.85 X 045 = 433.57
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 433.57
TAX CREDITS:
/ ,,~-~~. . II (+ J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-13-2006 '/ CD006551 113.01- 1,224.28
TOTAL TAX CREDIT 1,111 .27
BALANCE OF TAX DUE 677.70CR
INTEREST AND PEN. .00
TOTAL DUE 677.70CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
/-1.
I ~)'
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. DU~~~J /
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE E-J
REV-147r "::X \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
Francis Copper
REVIEWED BY
Sandra J Eslinger
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
J 2
Corrected per correspondence dated April 14, 2006.
ROW
FILE NUMBER
ACN
2105-0986
101
Page 1