HomeMy WebLinkAbout09-08-06
09-04-2006
BARRETT
09-28-2005
21 05-0891
CUMBERLAND
101
APPEAL DATE: 11-03-2006
( 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 +-
REY:is47-Ex-AFP-ioi:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JEAN M FILE NO. 21 05-0891 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
nl'"\rn ~.l.~ AJ,f INHERITANCE TAX
REC()~lALLOWANCE OR DISALLOWANCE
pC!....,IC:1l't;,~!~~ AND ASSESSI1ENT OF TAX
, 01_ iJ. '" _ '_'. . . ," '- .'
Z006 SEP - 8 AM II: r 4
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JERED L HOCK ESQ
METZGER ETAL
PO BOX 5300
HBG
CLERK OF
ORPHAN'S COURT
CLI~ IOcrT ," Ir, r'f) PA
Pt-!.}L:""'!,../.',.:\;,) \..,i....._J.. rr.,
PA 17110
ESTATE OF BARRETT
'*
REV-1547 EX AFP (06-05)
JEAN
M
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-04-2006
I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and
r~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. ADount of Line 14 at Spousal rate (IS)
16. A~unt of Line 14 taxable at Lineal/Class A rate (16)
17. ADount of Line 14 at Sibling rate (17)
18. A~t of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
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. Mortgages/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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
286.567.78
.00
30,821.69
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerel Expanses/AdII. Costs/Hisc. Expanses (Schedula H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern..ntal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
33,393.21
(9)
llO)
555.99
ll1)
ll2)
ll3)
ll4)
(Schedule J)
NOTE:
.00 X
283,440.27 X
.00 X
.00 X
00 =
045 =
12 =
15 =
ll9)=
DATE
12-14-2005
07-25-2006
INTEREST/PEN PAID (-)
600.00
.02-
AMOUNT PAID
11,400.00
754.83
NUltBER
CD006114
CD007013
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-26-2006 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
tax pay-.nt.
317,389.47
33.Q6Q ?D
283,440.27
.00
283,440.27
19 will
.00
12,754.81
.00
.00
12,754.81
12,754.81
.00
3.89
3.89
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. D
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)