HomeMy WebLinkAbout10-02-06
09-18-2006
COPE
12-12-2005
21 05-1086
CUMBERLAND
101
APPEAL DATE: 11-17-2006
( See reverse side under Objections)
Amount Re.ittedl 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 +-
iiy:is47-ix-AFP-ioi:osi-NOTici-OF-iNHiiiTANCE-TAX-APPRAiiEMENT:-AiioWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RUTH B FILE NO. 21 05-1086 ACN 101 DATE 09-18-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHAN8ED SEE ATTACHED NOTICE
.
"
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
CP""I~:::Jf"'q~o,~('jf riNHERITANCE TAX
i'~mR)h.... ,;, ~'~~ANCE OR DISALLOWANCE
r1~i!f..;~~TI_\.A"ND ASSESS"ENT OF TAX
2006 OCT - 2
P1112: 34DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
WILLIAM P DOUGLAS
DOUGLAS LAW OFFICE
27 W HIGH ST
CARLISLE
CLERK OF
ORPHAN'S COI.JRT
-~,.." r'!"" pt.
CULt::~ '..')., "
PA 17013
ESTATE OF COPE
'*
REV-1S47 EX AFP (06-05)
RUTH
B
I~ an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
r~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AIIount of Une 14 at Spousal rate (15)
16. AIIount of Line 14 taxable at Lineal/Class A rate (16)
17. AIIount of Line 14 at Sibling rate (17)
18. A.aunt of Line 14 taxable at Collateral/Class B rate (18)
19. Principel Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estata-(Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closaly Held Stock/Partnership Interest (Schedule C)
4. ~rtSl8SJ8s/Notes ReceiY8ble (Schedule D)
S. Cash/Bank Deposits~isc. PersDn8l Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule S)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
184.900.00
414.874.98
.00
.00
113.994.26
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expen..s/A~. Costs/"isc. Expenses (Schedule H)
10. Debts~rtg&ge Liabilities/Lians (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charit&ble/Sovernnental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
73,147.95
(Schedule J)
NOTE:
.00 X
.00 X
304,310.65 X
335,310.64 X
DATE
03-02-2006
07-31-2006
AHOUNT PAID
80,000.00
3,968.51
NUttBER
CD006390
CD007026
INTEREST/PEN PAID (-)
4,210.53
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
00
(Ill
(12)
(13)
(14)
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
cradi t to your 8Ccount,
sub.it the uppar portion
of this for. with your
tax pa~ant.
713,769.24
73 147 QIi
640,621. 29
1,000.00
639,621.29
19 will
.00
.00
36,517.28
50,296.60
86,813.88
88,179.04
1,365.16CR
.00
1,365.16CR
v
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
REV-1470 EX (8-88)
. . >> *'
INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDMDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME COPE, Ruth B. FILE NUMBER
2105-1086
REVIEWED BY Kathy Leo ACN
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H Accepted additional expense submitted by the correspondent, $8,552.81, Cumberland
Crossings Nursing Home bill.
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