HomeMy WebLinkAbout06-27-06
06-26-2006
DICK
12-17-2005
21 06-0054
CUMBERLAND
101
APPEAL DATE: 08-25-2006
( 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 +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PAUL E FILE NO. 21 06-0054 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
;' APP-~A:l~EI1ENT, ALLOWANCE OR DISALLOWANCE
.o~ DEDUCTIONS AND ASSESSI1ENT OF TAX
,-, I.
'...; ~ (
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROGER B IRWIN
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
PA 17013
ESTATE OF
DICK
REV-1547 EX AFP (06-05)
PAUL
E
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
DATE 06-26-2006
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:
IS. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
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. 110rtgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/l1isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(5)
(6)
(7)
1,134,885.00
.00
.00
.00
8.127.60
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/l1isc. Expenses (Schedule H)
10. Debts/l1ortgage 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)
UO)
101,405.29
40.532.69
Ul)
(2)
(3)
(4)
NOTE:
US)
(6)
(7)
(8)
.00
1,001,074.62
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
(9)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,143,012.60
141.937 98
1,001,074.62
.00
1,001,074.62
.00
45,048.36
.00
.00
45,048.36
.. . '''''" . l+J AI10UNT PAID
DATE NUI1BER INTEREST/PEN PAID (-)
04-28-2006 CD006627 .00 45,048.36
TOTAL TAX CREDIT 45,048.36
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 PAYI1ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU I1AY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORI1 FOR INSTRUCTIONS.)
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