HomeMy WebLinkAbout06-19-06
06-19-2006
EBERSOLE
08-18-2005
21 05-0767
CUMBERLAND
101
APPEAL DATE: 08-18-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
L CUMBERLAND CO COURT HOUSE
c, CARLISLE, PA 17013
I.
9~I_~~9~g_I~~f~~~~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_y~y~_~~~~~~~__~____________________
~EV-1547;EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
'. '5- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
tSTATE 0.1:, EBERSO!-E FREDA M FILE NO. 21 05-0767 ACN 101 DATE 06-19-2006
" "'r
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280~01
HAR~ISBURG PA 17128-0601
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
MOLLIE M KESSLER
968 SILVER LAKE RD
LEWISBERRY PA 17339
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
(r)
\'-",
REV-1547 EX AFP (06-05)
FREDA
M
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 ~ 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
1,618,878.87 X 045 = 72,849.55
.00 X 12 = .00
.00 X 15 = .00
(19)= 72,849.55
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)
141,620.00
534.319.76
.00
.00
34.810.17
6.940.96
917,104.64
(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)
14,611.66
1.305.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,634,795.53
15.916 66
1,618,878.87
.00
1.618,878.87
.RFCElPT l+} AMOUNT PAID
DATE / NUMBER INTEREST/PEN PAID (-)
11-04-2005 ,,'CD005974 1,526.32 29,000.00
05-04-2006 CD006657 .00 42,278.95
INTEREST IS CHARGED THROUGH 07-04-2006 TOTAL TAX CREDIT 72,805.27
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 44.28
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .40
TOTAL DUE 44.68
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. (J
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D E
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.~
REV-1470 EX (8-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
,f.:OMMONWEAl TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
ACN
2105-0767
101
EBERSOLE, FREDA M.
Kathy Leo
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
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