HomeMy WebLinkAbout09-18-06
~
:i-- AUtOF INDIVIDUAL TAXES
INr ITANCE TAX DIVISION
PO OX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-\r~~ruHERITANCE TAX
RF~li~H'n4Ll.ANCE OR DISALLOWANCE
~~~!~J!~~'~-~ ASSESSHENT OF TAX
09-18-2006
NESBIT
06-02-2006
21 06-0495
CUMBERLAND
101
APPEAL DATE: 11-17-2006
( See reverse side under Objections)
Amount 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 +-
REV: iS4; - EX - AFi, i 03: os i-NoTicE - OF-iNHERiTANcE - TAX -A"RA iSE"ENT: - ALLowANcE-oR - - - - - - - - - - - - - - -
DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARIAN R FILE NO. 21 06-0495 ACN 101 DATE 09-18-2006
TAX RETURN HAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
\8 P', 2' 51DATE
ZOOo SEP i" ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. ABount of Line 14 .t Spousal r.te (IS)
16. ~t of Line 14 taxable at Line.l/Cl.ss A r.te (16)
17. AIIount of Line 14 at Sibling r.te (17)
18. A.ount of Line 14 taxable .t Collater.l/Cl.ss B r.te (18)
19. Princip.l T.x Due
S:
[-P"I ,,-
eLL 'i'\ ,):-
,,,-~ (,r" IRT
OF:F-'\ I,', "",' , f ' I \
, --I:':, "I, ,,), .~l',j'" D~
01 n.'" " , L,
\.)'0..11,
THOMAS B NESBIT
1836 HARPATH RIVER DR
BRENTWOOD TN 37027
ESTATE OF NESBIT
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Estate (Schedul. A)
2. Stocks and Bonds (Schedule B)
3. Clos.ly Held Stock/Partnership Interest (Schedule C)
4. MortgagaslNotes Receivable (Schedule D)
S. C.sh/Bank Deposits/"isc. Personal Property (Schedule E)
6. JointlY Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A.. Costs~isc. Expanses (Schedule H)
10. Dabts/Mortgage Liabilities/Lians (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cheritable/Sover~t.l Bequests; Non-electad 9113 Trusts
14. Net V.lue of Est.te SUbject to Tax
NOTE:
DATE
07-18-2006
08-17-2006
NUI1BER
CD006987
CD007126
INTEREST/PEN PAID (-)
372.89
368.88
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(S)
(6)
(7)
159,000.00
13.078.49
.00
.00
13.633.07
169.339.18
.00
(8)
*'
REV-1547 EX AFP (06-05)
MARIAN
R
(9)
(10)
7,015.43
NOTE: To insure propar
cradi t to your account,
subllit the upper portion
of this fOI"ll with your
tax P.y....t.
355,050.74
'1i.~74 QO
329,675.84
.00
329,675.84
.00
14,835.41
.00
.00
14,835.41
15,554.67
719.26CR
.00
719.26CR
\)
18.359.77
(11)
(12)
(13)
(14)
(Schedule .n
.00 X
329,675.84 X
.00 X
.00 X
00 =
045 =
12 =
15 =
( IF TOTAL DUE IS LESS THAN $1, NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR), YOU MY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS.)
(19)=
AttOUNT PAID
7,085.00
7,727.90
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
REV-1470 EX (6-88)
I ..~ '*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Marian R. Nesbit
FILE NUMBER
REVIEWED BY
Sheila Megonnell
ACN
2106-0495
101
ITEM
SCHEDULE NO.
B,E,F,H
&1
EXPLANATION OF CHANGES
Additions of Schedules "B", "E", "F", "H" and "I" per letter dated 08/30/2006 from
correspondent
J
II-B
The value of the charitable bequest has been disallowed. The decedent's Will did not
contain a specific bequest to the charity.
ROW
Page 1