HomeMy WebLinkAbout09-08-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
PC.... ANCE TAX
APPkIN. i OR DISALLOWANCE
OF:_'-'i ~r~.:_ ~ESSHENT OF TAX
2006 SEP -8 AM t II~ 09-04-2006
ESTATE OF WILKINSON
CLERK OF DATE OF DEATH 08-03-2005
c8~~~,R8~~~IIBER ~~~:~;~~::
APPEAL DATE: 11-03-2006
( See reverse side under Objections)
~ount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -to RETAIN LOWER PORTION FOR YOUR RECORDS +-
Riy:is47-ix-AFP-ioi:os3-NOTIci-oF-INHERITANci-TAx-APPRAIsEMENT:-ALLOWANci-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
STANLEY J FILE NO. 21 05-0796 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAK DIVISION
PO BOK Z80601
HARRISBURG PA 171Z8-0601
JAMES R WASHINGTON JR
211 FAITH CR
CARLISLE
PA 17013
ESTATE OF WILKINSON
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estete (Schedule A)
2. stocks end Bonds (Schedule B)
3. Closely Held Stock/Pertnership Interest (Schedule C)
4. MortpgeslNotes Recei vable (Schedule D)
S. Cash/Bank Deposits/Misc. Parsonal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expanses/AcIII. CostsIMisc. Expansas (Schedule H)
10. Debts/Mortgage Liabilitias/Liens (Schedule I)
11. Totel Deductions
12. Nat Value of Tax Return
13. Charitable/Govarnaant.l Bequests; Non-elected 9113 Trusts
14. Net Value of Est.te Subject to Tax
( ) CHANGED
U)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
500.00
.00
.00
(8)
'*
REV-1547 EK AFP (06-05)
STANLEY
J
(9)
UO)
6,488.10
DATE 09-04-2006
NOTE: To insure proper
credit to your account,
sub.it the uppar portion
of this fOnM with your
tax p.y.ent.
500.00
tL~88 1 n
5,988.10-
.00
5,988.10-
NOTE: I~ an asses-.entwas issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Mount of Une 14 at Spousal r.te US) . 00 X 00 = . 00
16. Mount of Une 14 taxable atUne.lICless A rate (6) .00 X 045 = .00
17. Mount of Une 14 .t Sibling rate (17) .00 X 12 = .00
18. Mount of Une 14 taxable at Coll.terellClass B r.te (8) .00 X 15 = .00
19. Principal Tax Due (9)= .00
+
INTEREST/PEN PAID (-)
DATE
NUtlBER
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
(Schedule J)
(11)
(2)
(3)
(4)
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (eR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
\)
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE