HomeMy WebLinkAbout07-17-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
07-10-2006
CLIFFORD
09-08-2005
21 05-0827
CUMBERLAND
101
APPEAL DATE: 09-08-2006
( See reverse side under Objections)
AIIount 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 4--
iiv:is4,-ix-AFP-ioi:osi-NOTici-OF-iNHiiiTANCi-TAX-APpiiiiiMiNT:-ALLOWANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARV B FILE NO. 21 05-0827 ACN 101
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BUREAU OF INDIVIouAt~i#E,_:_i:
INHERITANCE TAX DIVISION \ ,\"\'tj' -
PO BOX 280601 ,- ,-
HARRISBURG PA 17128-0601 ~ u \ \. '1, B
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
RICHARD C ~~:Ei.BAKER
SNELBAKER & BRENNEMAN
44 W MAIN ST
MECHANICS BURG
PA 17055
ESTATE OF CLIFFORD
*'
REV-1547 EX AFP (06-05)
MARV
B
DATE 07-10-2006
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..1 Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Intarest (Schedule C)
4. MortgageslNotes Receivable (Schedule D)
S. Cash/Bank Depasits/Misc. Personel Property (Schedule E)
6. Jointly OWned Property (Schedule F)
7. Transfers (Schedule 8)
8. Total Assets
( ) CHASED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
73.254.27
.00
.00
241.605.98
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AcIII. Costs/Mlsc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retum
13. Charitabl8/&ovarrwental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Valua of Estate Subject to Tax
If an a..e...ent was issued previously, line. 14, 15 and/or 16, 17, 18 and
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Aaount of Line 14 at Spousal rat. (15)
16. ~t of Line 14 taxable at Lineal/Class A rat. (16)
17. AlIOUnt of Line 14 at Sibling rat. ll7)
18. A~unt of line 14 taxable at Collataral/Class B rata (18)
19. Principal Tax Du.
NOTE:
INTEREST/PEN PAID (-)
605.26
.00
.00
DATE
11-22-2005
06-02-2006
07-03-2006
NUMBER
CD006018
CD006781
REFUND
(9)
llO)
11 ,309.08
NOTE: To insura proper
credit to your account,
subait the upper portion
of this fora with your
tax p~t.
314,860.25
11.691 :It 1
303,369.04
.00
303,369.04
19 will
00 =
045 =
12 =
15 =
.00
13,651.61
.00
.00
13,651.61
182.13
ll1)
ll2)
ll3)
ll4)
.00 X
303,369.04 X
.00 X
.00 X
AMOUNT PAID
11,500.00
1,576.61
30.26-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
ll9)=
13,651.61
.00
.00
.00
d
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REIlUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM fOR INSTRUCTIONS.)