HomeMy WebLinkAbout09-18-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
__,.",_~,;-'\ r,c:=(i\iOfICE OF INHERITANCE TAX
P::,~: ;:L)>>~I~at.T 1 ALLOWANCE OR DISALLOWANCE
',," -~, 0): DEDUCTIONS AND ASSESSI1ENT OF TAX
I -_-.
09-12-2006
ROSENBERG
11-05-2005
21 05-1031
CUMBERLAND
101
APPEAL DATE: 11-11-2006
( See reverse side under Objections)
AIlount R_i tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
iEv:is4'-Ei-AFP-io3:osj-NoTIcE-OF-INHEiITANCE-TAi-APPRAISEMENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY E FILE NO. 21 05-1031 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
If an assessaent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. A.ount of Line 14 at Spousal...te (1S)
16. ~unt of Line 14 taxable at Lineal/Class A rate (16)
17. AIIount of Line 14 at Sibling ...te (17)
18. ~ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 280601
HARRISBURG PA 17128-0601
7 n \,~l
4-'<.,:'-'101
i'"
I~
,j
t .-#.
NEIL E HENDERSHOT
320 MARKET ST
PO BOX 1268
HBG
PA 17108
ESTATE OF ROSENBERG
TAX RETURN MAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governaental Bequestsj Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
DATE
02-02-2006
08-07-2006
tu1BER
CD006290
CD007056
INTEREST/PEN PAID (-)
L947.37
97.37-
( ) CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
2~225~000.00
.00
.00
.00
15.924.08
.00
7~305~188.32
(8)
(9)
(10)
1981869.03
37.93
(11)
(12)
(13)
(14)
(Schedule J)
101000.00 X
91327~205.44 X
. DO X
101000.00 X
AMOUNT PAID
37~000.00
382~374.24
BALANCE OF UNPAID INTEREST/PENALTY AS OF 08-08-2006 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
*'
REV-1547 EX AFP (06-05)
MARY
E
DATE 09-12-2006
NOTE: To insure proper
credit to your accountl
subai t the upper portion
of this for. with your
tax payaent.
915461112.40
lQ8.Qn~ Q&
9~3471205.44
.00
913471205.44
DO =
045 =
12 =
15 =
.00
4191724.24
.00
11500.00
4211224.24
(19)=
4211224.24
.00
49.42
49.42
~
. IF PAID AFTER DATE INDICATED 1 SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A nCREDI~" (CR)I YOU KAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)