HomeMy WebLinkAbout06-27-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'T~:~"",ontE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
06-19-2006
CONRAD
09-20-2005
21 05-0878
CUMBERLAND
101
APPEAL DATE: 08-18-2006
(See reverse side under Objections)
Amount Remitted I ~
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARLIN J FILE NO. 21 05-0878 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
TERRENCE J KERWIN
KERWIN & KERWIN
27 N FRONT ST
HBG
PA 17101
ESTATE OF
CONRAD
REV-1547 EX AFP (06-05)
MARLIN
J
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 06-19-2006
) CHANGED
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)
S. 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
66.245.95
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
11,319.50
.00
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
66,245.95
(11)
(12)
(13)
(14)
11.319.50
54,926.45
5,000.00
49,926.45
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. Anount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
49,926.45 X 045 = 2,246.69
.00 X 12 = .00
.00 X 15 = .00
(19)= 2,246.69
RC'-C.LI"I \+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-28-2006 CD006632 .00 2,246.69
TOTAL TAX CREDIT 2,246.69
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. 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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~