Loading...
HomeMy WebLinkAbout08-18-06 - BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE J!I.~~~~\(I..tt€lUTANCE TAX A~~E11.$tF I "A.J:.LQ"~E OR DISALLOWANCE OF DEDUCTIONS ANOASSESSHENT OF TAX '* REV-1547 EX AFP (06-05) 08-14-2006 FLOWERS 09-28-2005 21 05-0900 CUMBERLAND 101 APPEAL DATE: 10-13-2006 ( 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 +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CATHERINE T FILE NO. 21 05-0900 ACN 101 ~f\r 7,1'" "'-" 1 ,~" '.,' \0 \ \8A~ ESTATE OF DATE OF DEATH .jI\ILE NUMBER . ,'\', cC01,J"TY ACN CATHERINE T TERRENCE J KERWIN KERWIN & KERWIN 4245 ROUTE 209 ELIZABETHVILLE PA 17023 ESTATE OF FLOWERS DATE 08-14-2006 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Sch~u1e A) 2. Stocks ..,d Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule 0) 5. Cash/B~ Deposlts/Hlsc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 205.910.63 68.364.00 .00 .00 715.997.37 8.294.40 .00 (8) NOTE: To insure proper credit to your accountl SUD.lt the upper portion of this for. with your tax pay...,t. 9981566.40 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Exp..,ses/A~. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Cherltab1e/Govern.enta1 Bequestsj Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax (9) (10) 921685.98 .00 (11) (12) (13) (14) 92.685 98 9051880.42 741798.85 8311081. 57 (Schedule J) NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect ~igures that include the total ~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. ~ount of Line 14 at Spousal rat. (15) 16. ~ount of Line 14 taxable at Lineal/Class A rate (16) 17. A.ount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due .00 X .00 X 1.000.00 X 830.081. 57 X 00 = 045 = 12 = 15 = .00 .00 120.00 1241512.24 1241632.24 (19)= + INTEREST/PEN PAID (-) 21473.68 .00 AHOUNT PAID 471000.00 75.158.56 . IF PAID AFTER DATE INDICATED I SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 1241632.24 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED. tfL IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)