HomeMy WebLinkAbout07-24-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
AA~~~"I~L,qWANCE OR DISALLOWANCE
RtL.Q1li~bi'Ct.AtfD ASSESSMENT OF TAX
(~,
07-17-2006
MENDLER
01-31-2006
21 06-0114
CUMBERLAND
101
APPEAL DATE: 09-15-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS ...
iiv:is4,-ii-AFP-ioi:osi-NOTIci-OF-INHiiITANCE-TAi-APPRAIsEMENT:-ALLowANci-oR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
HELEN J FILE NO. 21 06-0114 ACN 101
DATE
Af111: 36ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2110601
HARRISBURG PA 171211-0601
2006 JUL 24
BEVERLY DEAN
103 ATLANTIC AVE
SOMERS POINT
CLEPi(
ORP~:t.'\"'~.~
CLI'.
NJ 08244
ESTATE OF MENDLER
TAX, RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estete (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Pertnership Interest (Schedule C)
4. Hortgeges/Notes Receivable (Schedule D)
S. Cesh/Benk Deposits/"isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Trensfers (Schedule G)
8. Total Assets
( ) CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
801000.00
.00
.00
.00
1.590.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/"isc. Expenses (Schedule H)
10. Debts/Hortgege Liabilities/Liens (Schedule I)
11. Totel Deductions
12. Net Value of Tax Return
13. Charitable/Gove~t.l Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tex
101664.70
720.63
(11)
(12)
(13)
(14)
(9)
(10)
*'
REV-1S47 EX AFP (06-05)
HELEN
J
DATE 07-17-2006
NOTE: To insure proper
credit to your BCCountl
subIIlt the upper portion
of this for. with your
tax pa~t.
811590.00
11.3181; 3131
701204.67
.00
701204.67
If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of 6bb returns assessed to date.
ASSESSMENT OF TAX:
IS. AIIount of Line 14 at SPousal rate (1S)
16. ABount of Line 14 taxable at Line.l/Class A rate (16)
17. AIIount of Line 14 at Sibling r.t. (17)
18. ~nt of Line 14 taxable .t Coll.terel/Class B rate (18)
19. Principel Tex Due
NOTE:
.
.
DATE
05-24-2006
NlMBER
CD006737
INTEREST/PEN PAID (-)
.00
. IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00 X
701204.67 X
.00 X
.00 X
AItOUNT PAID
31159.21
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
00 =
045 =
12 =
15 =
(19)=
.00
31159.21
.00
.00
31159.21
31159.21
.00
.00
.00
~
( IF TOTAL DUE IS LESS THAN $11 NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDI"" (CI) I YOU MY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS.)