HomeMy WebLinkAbout07-17-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(',(,\,'-'1:: (~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE~~:r,r\:~\',':D "j~, :~PPlIAISEHENT" ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION.,!,."'" ~.,~~.., "';,Of, DEDUCTIONS AND ASSESSHENT OF TAX
PO BOX 280601 ..~.,.. ('\ \,.'. 1'," \ ' . '. .
HARRISBURG PA 17128-0601 \ \';.\:ik ~ -'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
07-10-2006
BRENNER
08-17-2005
21 05-0778
CUMBERLAND
101
APPEAL DATE: 09-08-2006
( See reverse side "nder Objections)
AIIount R_i tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE" PA 17013
PY!_~~9~!_!~~!_~~~~-----_~___!I!&J~_~~!I!_~~!!J~~_E~!_!~~!_!I~~!~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOSEPH D FILE NO. 21 05-0778 ACN 101
I~ an asses..ent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the total of abb returns assessed to date.
ASSESSMENT OF TAX:
IS. AlIOUI"It of Line 14 at Spousal rate US)
16. AlIOunt of Line 14 taxable at Lineal/Class Areta (6)
17. AlIOunt of Line 14 at Sibling rate (17)
18. AIIOunt of Line 14 taxable at Collataral/Class B rate (18)
19. Principel Tax Due
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IVO V OTTO III
MARTSON ETAL
10 E HIGH ST
CARLISLE
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PA 17013
ESTATE OF BRENNER
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Raal Estata (Schedula A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Intarest (Schedula C)
4. Mortll888s/Notas Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedula E)
6. Jointly Owned Property (Schedula F)
7. Transfars (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/AdB. Costs/Hisc. Expansas (Schedule H)
10. Debts/Mortgage Liabilities/Lians (Schadula I)
11. Total Deductions
12. Mat Value of Tax Return
13. Charitable/GoYer~tal Bequests; Non-elected 9113 Trusts
14. Mat Value of Estata Subject to Tax
NOTE:
.
.
DATE
11-15-2005
05-17-2006
NUttBER
CD006000
CD006704
INTEREST/PEN PAID (-)
17,,105.26
.00
· IF PAID AFTER DATE INDICATED" SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( ) CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
301,,500.00
6.730.164.20
.00
.00
1.122.138.17
.00
323.257.52
(8)
'*
REV-1S47 EX AFP (06-0S)
JOSEPH
D
(9)
(10)
200,,096.91
DATE 07-10-2006
NOTE: To insure proper
credit to your account"
subIIi t the upper portion
of this for. with your
tax paYll8nt.
8,,477,,059.89
41i4.QQ4 O~
8,,022,,065.84
.00
8,,022,,065.84
19 will
(9)=
.00
360,,992.96
.00
.00
360,,992.96
254.897.14
(II)
(2)
(3)
(14)
(Schedule .J)
.00 X
8,,022,,065.84 X
.00 X
.00 X
00 =
045 =
12 =
15 =
360,,992.96
.00
.00
.00
~
AHOUNT PAID
325,,000.00
18,,887.70
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
( IF TOTAL DUE IS LESS THAN $I" NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)" YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FORi INSTRUCTIONS.)