HomeMy WebLinkAbout06-05-06 (2)
05-29-2006
SHOEMAKER
03-02-2005
21 05-0250
CUMBERLAND
101
APPEAL DATE: 07-28-2006
( See reverse side under Objections)
Amount Remittedl 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-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ROBERT C FILE NO. 21 05-0250 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
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
r~
l"\
-'" ./
, \ ' :
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
,., it'
r"",.:
,""
STEPHEN L BLOOM ESQ
2100 LONGS GAP RD
CARLISLE PA
17013
ESTATE OF
SHOEMAKER
REV-1547 EX AFP (06-05)
ROBERT
C
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
DATE 05-29-2006
IT an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reTlect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. 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. 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
Cl)
(2)
(3)
(4)
(5)
(6)
{7J
171,000.00
19,500.00
.00
.00
44,326.43
963.88
34,522.99
(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)
ClO)
33,804.86
704.28
(11)
(12)
Cl3)
Cl4)
NOTE:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
270,313.30
34.509 14
235,804.16
.00
235,804.16
Cl5)
Cl6)
Cl7)
Cl8)
.00 X 00 = .00
235,804.16 X 045 = 10,611.19
.00 X 12 = .00
.00 X 15 = .00
Cl9)= 10,611.19
I'AYn~N I K~l.~~1' I (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-01-2005 J CD005383 530.56 13,714.60
TOTAL TAX CREDIT 14,245.16
BALANCE OF TAX DUE 3,633.97CR
INTEREST AND PEN. .00
TOTAL DUE 3,633.97CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. i~,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~ut,\!:,\J
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