HomeMy WebLinkAbout09-18-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX za0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r'r::::{!,= C)mTICE OF INHERITANCE TAX
'JAPR.AISEHENTI ALLOWANCE OR DISALLOWANCE
,~. OF! DEDucTIONS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
09-12-2006
COFFMAN
08-05-2005
21 05-0814
CUMBERLAND
101
APPEAL DATE: 11-11-2006
( See reverse side under Objections)
A_aunt 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 +-
RiY:is47-ix-AFP-ioi:osi-NOYici-OF-iNHiRiYANCi-YAX-APPRiisiMENY:-ALLOWANCi-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
NORMA M FILE NO. 21 05-0814 ACN 101
,.. r,.....,.r
:.:: C3
[000
JOHN MEAKIN ",'
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
ESTATE OF COFFMAN
*'
REV-1547 EX AFP (06-05)
N08MA
M
DATE 09-12-2006
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expensas/A.. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgege LiBbil1ties/L1ens (Schedule I) UO) 5.101. 04
11. Total Deductions (11)
12. Net Value of Tax Return (12)
13. CharitBble/Sovern.ental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14)
NOTE: I~ an asses...nt was issued previously, lines 14, IS and/or 16, 17, 18 and
reflect ~igures that include the tatal ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AIIount of Line 14 at Spousal rate (5)
16. A~t of Line l4.taxable at Lineal/Class A rate (16)
17. ADount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R_1 Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgeges/Notes Receiv8ble (Schedule D)
5. Cash/Benk Deposlts/Hisc. Personal Property (Schi.du1e E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
DATE
11-02-2005
08-01-2006
NUHBER
CD005970
CD007043
INTEREST/PEN PAID (-)
578.95
99.69-
· IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( ) CHANGED
U)
(2)
(3)
(4)
(5)
(6)
(7)
165,000.00
151.628.68
.00
.00
41.272.40
56.922.67
.00
(8)
NOTE: To insure proper
credit to your IICCOU'ltl
subIIlt the upper portion
of this fOMB with your
tax P8Y8811t.
4141823.75
?IO.601 11
3881422.64
.00
3881422.64
19 will
.00
171479.02
.00
.00
171479.02
171512.04
33.02CR
.00 r'
33.02CR
( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
211300.07
.00 X
3881422.64 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(9)=
AMOUNT PAID
111000.00
61032.78
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE