HomeMy WebLinkAbout07-24-06
07-17-2006
HERR
11-26-2005
21 05-1075
CUMBERLAND
101
APPEAL DATE: 09-15-2006
( See reverse side under Objections)
A.ount R..ittedl 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 +-
iiv:is4'-ix-AFP-ioi:osi-NOTici-OF-iNHiiiTANCi-TAX-APPRAiiiMiNT:-ALLOWANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
KATHRYN L FILE NO. 21 05-1075 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 210601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'-r-r'll'DfTi nF~cfr;C.:OF INHERITANCE TAX
RtIJUr\~~~:; ALLOWANCE OR DISALLOWANCE
nC'~'i:'Tc.Of ;DEDOOrIONS AND ASSESSHENT OF TAX
t;L',)',' ','
20G5 Jut 24 p.H II :36
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
JOHN C HERR
736 MOHNS HILL RD
SINKING SPRING PA 19608
ESTATE OF HERR
'*
REV-1547 EX AFP (06-05)
KATHRYN
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANBED
DATE 07-17-2006
I~ an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
r~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. A~t of Line 14 at Spousal rate (IS)
16. ~t of Line 14 taxable at Lineal/Class A rate (16)
17. Aaount of Line 14 at Sibling rate (17)
18. Aaount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stock. and Bonc:Is (Schedule B)
3. Closely Held Stock/Partnership Interest (Sch&dule C)
4. tIortgages/Notes Receivable (Schedule D)
S. Cashl8&nk Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(I)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
42.857.59
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgag& Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequestsi Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
10~468.80
(9)
(10)
762.29
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X
31~626.50 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
DATE
06-06-2006
NUHBER
CD006808
INTEREST/PEN PAID (-)
.00
AHOUNT PAID
1~423.19
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your &CCount~
sub.it the upper portion
of this fo~ with your
tax pa~."t.
42~857.59
11 ?31 09
31~626.50
.00
31~626.50
19 will
.00
1~423.19
.00
.00
1~423.19
1~423.19
.00
.00
.00
~
( IF TOTAL DUE IS LESS THAN $1~ NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) ~ YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)