HomeMy WebLinkAbout05-26-06 (2)
05-29-2006
DAY
12-18-2005
21 06-0020
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-C03:0Sl-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JAMES B FILE NO. 21 06-0020 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-- NOTIC~ OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
SUSAN H CONFAIR
REAGER & ADLER
2331 MARKET ST
CAMP HILL
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17011
ESTATE OF
DAY
REV-1547 EX AFP (06-05)
JAMES
B
TAX RETURN WAS:
) ACCEPTED AS FILED
x) CHANGED
DATE 05-29-2006
SEE ATTACHED NOTICE
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of 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
127,028.65 X 045 = 5,716.29
.00 X 12 = .00
.00 X 15 = .00
(19)= 5,716.29
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate ISchedule A)
2. Stocks and Bonds ISchedule B)
3. Closely Held Stock/Partnership Interest ISchedule C)
4. Mortgages/Notes Receivable ISchedule D)
5. Cash/Bank Deposits/Misc. Personal Property ISchedule E)
6. Jointly Owned Property ISchedule F)
7. Transfers ISchedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
17>
.00
.00
.00
.00
5.047.69
.00
132,500.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses ISchedule H)
10. Debts/Mortgage Liabilities/Liens ISchedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts ISchedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
10,519.04
.00
Ill)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
137,547.69
10.519 04
127,028.65
.00
127,028.65
I"Aynl:1'l1 KI:l.:I:.lt'I I+J AMOUNT PAID
DATE i NUMBER INTEREST/PEN PAID 1-)
03-17-2006 ,f CD006441 278.95 5,300.00
PAYMENT MUST BE MADE BY 09-18-2006*. TOTAL TAX CREDIT 5,578.95
BALANCE OF TAX DUE 137.34
INTEREST AND PEN. .00
TOTAL DUE 137.34 /
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
~Ie
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. -(0
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE
.It. IlFFIINn <;'1'1' IlFVFIl<;.F <;.TnF nF THT<;' FnllM FOR TN<;'TRUCTTON<;'_l
REV-1470 EX (B-8f)
Ci
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
DAY, JAMES 8.
REVIEWED BY
ACN
2106-0020
101
Kathy Leo
ITEM
SCHEDULE NO.
H 87 -11
EXPLANATION OF CHANGES
Settlement costs are not an allowable deduction. The decedent maintained a life estate in
the property, thus the property transfers at time of death and therefore not a debt of the
decedent.
ROW
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