HomeMy WebLinkAbout07-17-06
07-03-2006
WATSON
11-04-2005
21 05-0994
CUMBERLAND
101
APPEAL DATE: 09-01-2006
( See reverse side under Objections)
~ount Remitted I 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 +-
REY:is47-EX-AFP-ioi:osi-NOTici-OF-iNHERiTANCi-TAX-APPRAiiEMENT:-ALLOWANCi-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DORIS J FILE NO. 21 05-0994 ACN 101 DATE 07-03-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
("cr.:u"'r (fi40TICE OF INHERITANCE TAX
RFCOFiDED\APnAli:~~HENT, ALLOWANCE OR DISALLOWANCE
- (',:-:dF:;ID~TIONS AND ASSESSMENT OF TAX
BUREAU ,6F INDIVIDUAL TAXES
INHER~NCE TAX DIVISION
PO BOX" 280601
HARRISBURG PA 17128-0601
2006 JUL 11 M'i \I: 36
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
('!r:P\\ OF
LINDSAY GINGRICH ,~~~i~:\"\:~-;
DALEY ETAL ~~
1029 SCENERY DR
HBG
PA 17109
ESTATE OF WATSON
.
REV-1547 EX AFP (06-05)
DORIS
J
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estate (Schedule A)
2. Stocks Ilnc:I Bonds (Schedule 8)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. HortgegeslNotes Receivable (Schedule D)
S. Cesh/8enk Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule S)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
220.500.00
.00
.00
.00
583.739.52
.00
4.576.65
(8)
NOTE: To insure proper
credit to your account,
s~it the upper portion
of this for. with your
tax payment.
75,719.80
808,816.17
I~ an asses..ent was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the total ~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. AIIount of Line 14 at Spousel rate US)
16. ~t of Line 14 taxable at Lineal/Class A rate (16)
17. Mount of Line 14 at Sibling rate (17)
18. Mount of Lina 14 taxable at Collateral/Class 8 rate (18)
19. Principal Tax Due
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 Retum
13. Ch.ritable/Sovemmental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
126.21
(1)
(12)
(3)
(14)
(Schedule J)
NOTE:
.00 X
.00 X
.00 X
419,901.65 X
DATE
02-01-2006
05-04-2006
INTEREST/PEN PAID (-)
3,149.26
.00
AHOUNT PAID
70,000.00
4,620.54
NUHBER
CD006274
CD006655
00 =
045 =
12 =
15 =
(9)=
71;.841; 90
732,970.27
313,068.62
419,901.65
19 will
.00
.00
.00
62,985.25
62,985.25
TOTAL TAX CREDIT 77,769.80
BALANCE OF TAX DUE 14,784.55CR
INTEREST AND PEN. .00
TOTAL DUE 14,784.55CR
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. .\t\~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)" YOU MAY 8E dJ
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-14 70 EX (6-88)
. .'.
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Watson, Doris J.
FILE NUMBER
REVIEWED BY
Daniel Heck
ACN
2105-0994
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The estate has been adjusted to show correct distribution. Net estate $732,970.27 minus
bequests of $419,901.65 to the collateral beneficiaries equals $313,068.62 this amount is
the bequests to the charities of $35,500.00 and the residue $277,568.62 to the charities.
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