HomeMy WebLinkAbout09-08-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
RFr;n~IJQ!COf1rINHERITANCE TAX
-~~ E~L.A"OWANCE OR DISALLOWANCE
RtJjtiF, L.. - t::t~; AND ASSESSMENT OF TAX
'*
REV-1547 EX AFP (06-05)
09-04-2006
SMITH
10-28-2005
21 05-0997
CUMBERLAND
101
APPEAL DATE: 11-03-2006
( See reverse side under Objections)
AIIount RBi tted 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 +-
iEV:is47-EX-AFP-ioi:osi-NOTicE-OF-iNHEiiTANCE-TAX-APpiAiiEMENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CARL E FILE NO. 21 05-0997 ACN 101
X
2006 SEP - 8 AM":' 4
HARVEY DANOWITZ
DEVANEY & CO PC
PO BOX 1024
HBG
CLERK OF
ORP.t1ANJS COURT
CUMB:R:j,~\JD CO. PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CARL
E
PA 17108
ESTATE OF SMITH
DATE 09-04-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 153.000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 1.540.985.00 creeli t to your accoW\t I
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 sub.it the upper portion
of this for. with your
ct. ItortgagllslNotes Racelvable (Schedule D) (ct) .00 tax pay..nt.
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (S) 118 .984.00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1.634.735.00
8. Total Assets (8) 314471704.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 631938.00
9. FW\eral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hartgage Liabilities/Liens (Schedule I) (10) 11.680.00
11. Total Deductions (1) 75.1>18 no
12. Net Value of Tax Return (2) 313721086.00
13. Charitable/SovernBBntal Bequests; Non-elected 9113 Trusts (Schedule J) (3) .00
14. Net Value of Estate Subject to Tax Uct) 313721086.00
NOTE: If an assessment was issued preVious~, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the tota of ~ returns assessed to date. '
ASSESSMENT OF TAX:
IS. A.ount of Line 14 at Spousal rate US) .00 X 00 = .00
16. ~W\t of Line 14 taxable at Lineal/Class A rate (16) 313721086.00 X 045 = 1511743.87
17. A.ount of Line 14 at Sibling rate (7) .00 X 12 = .00
- 18. ~t of Line 14 taxable at Collateral/Class B rate (8) .00 X 15 = .00
19. Principal Tax Due (9)= 1511743.87
TAX ...11........... ~.
~....n. ......-. . ,...} AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
01-26-2006 CD006244 71368.42, 1401000.00
07-18-2006 CD006986 .00 41375.87
TOTAL TAX CREDIT 1511744.29
BALANCE OF TAX DUE .42CR
INTEREST AND PEN. .00
TOTAL DUE .42CR
. IF PAID AFTER DATE INDICATED I SEE REVERSE ( IF TOTAL DUE IS LESS THAN III NO PAYHENT IS REQUIRED. D
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)