HomeMy WebLinkAbout07-24-06
07-24-2006
JORDAN
10-19-2005
21 06-0065
CUMBERLAND
101
APPEAL DATE: 09-22-2006
( See rnerse side under Objections)
A.ount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
P~!_~~9~~_!~~~-~~~~------~--_!~!!!~_~9!~!_~9!!!9~_~9!_!9~!_!~~9!P!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JEAN L FILE NO. 21 06-0065 ACN 101 DATE 07-24-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
.,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
P.E~~c~ANCE OR DISALLOWANCE
, l_l'::'U1jp'i~oottNiiis,_lND ASSESSMENT OF TAX
RC:~;f.~'~;~"~~r r';,,~ 1/.; .::~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 2110601
HARRISBURG PA 171211-0601
2005 JUl 24 AH 1/: 38
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
KIMBERLY M FURMAN
COLLEGE PARK APT
405 1ST ST
CARLISLE
O"r" ,
lit'. !
Ctr.
PA 17013
ESTATE OF JORDAN
*'
REV-1547 EX AFP (06-05)
JEAN
L
I~an asses..ent was issued previoUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total ~ ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. ~t of Line 14 at Spousal r.te (IS)
16. ADount of Line 14 taxable .t Lineal/CI.ss A rate (16)
17. ~t of Line 14 .t Sibling rate (17)
18. Aeount of Line 14 t.xable at Collateral/Class B rate (18)
19. Princip.l Tax Due
TS.
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Est.te (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/P.rtnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. C.sh/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedul. F)
7. Transfers (Schedule G)
8. Tot.l Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
58,000.00
.00
.00
.00
.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AcIII. Costs/Misc. Expenses (Schedule H)
10. Dabts/Hortgage Liabilities/Liens (Schedule I)
11. Tot.l Deductions
12. Net V.lue of Tax Return
13. Ch.ritable/Gover~t8l Bequests; Non-elected 9113 Trusts
14. Net Value of Est.te Subject to Tax
5,865.00
(9)
(10)
.00
(11)
(12)
(13)
(14)
(Schedu18 J)
NOTE:
.00 X
52,135.00 X
.00 X
.00 X
00 =
045 =
12 ,=
15 =
(19)=
DATE
04-24-2006
AItOUNT PAID
2,610.00
NUMBER
CD006590
INTEREST/PEN PAID (-)
.00
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
creeli t to your eccount,
subait the upper portion
of this fo~ with your
t.x P.y......t.
58,000.00
5.861; 00
52,135.00
.00
52,135.00
.00
2,346.08
.00
.00
2,346.08
2,610.00
263.92CR
.00
263.92CR
~
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-4470 EX (6-88)
,
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
JORDAN, JEAN
FILE NUMBER
Kathy Leo
ACN
2106-0065
101
REVIEWED BY
ITEM
SCHEDULE NO.
H
EXPLANATION OF CHANGES
The amount reported on Schedule H has been adjusted per the representative's
correspondence.
J ALL
Changed tax rate from 0 percent to 4.5 percent since children/grand-children are lineal
beneficiaries.
ROW
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