HomeMy WebLinkAbout06-27-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"=( r C'r'-:\~ --"'N~icE OF INHERITANCE TAX
'APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
06-19-2006
ENGLE
02-01-2006
21 06-0166
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
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9~!_~~9~9_!~~~_~~~~______~___~~!~!~_~2~~~_~2~!!2~_~2~_Y2~~_~~~2~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JACOB M FILE NO. 21 06-0166 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX za060l
HARRISBURG PA l71Z8-0601
,"> ," f ~ , ~ ~ 1'-;"'7
''''. "9
THOMAS J AHRENS
AHRENS LAW OFFICE
5521 CARLISLE PIKE
MECHANICSBURG PA
(",
17050
ESTATE OF
ENGLE
REV"1547 EX AFP (06-05)
JACOB
M
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)
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
.00
.00
.00
1.321.288.77
.00
262,244.47
(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
I~ 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:
NOTE:
(9)
(10)
35,137.88
3.783.24
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,583,533.24
(1ll
(12)
(13)
(14)
38.921 12
1,544,612.12
88,450.00
1,456,162.12
.00 X
1,456,162.12 X
.00 X
.00 X
00 =
045 =
12 =
15 =
.00
65,527.30
.00
.00
65,527.30
(19)=
KJ:.~J:.J.rl ( 4') AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-01-2006 'vCD006638 3,276.36 62,250.93
TOTAL TAX CREDIT 65,527.29
BALANCE OF TAX DUE .01
INTEREST AND PEN. .00
TOTAL DUE .01
. 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 DUI;..
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 'y>,