HomeMy WebLinkAbout08-18-06
08-14-2006
WAGNER
08-16-2005
21 05-0859
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
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:is47-EX-AFP-ioi:osi-NOYiCE-OF-iNHERiYANCE-YAX-APPRAisEMENY:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LEEANN B FILE NO. 21 05-0859 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-06Dl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~~ INHERITANCE TAX
APPRAISE~.~.. QL~~.,.j f.O~!DISALLOWANCE
OF DEDUtnONS-i~~ ~~ES~NT OF TAX
ELAINE C BRITT
FOX ROTHSCHILD
PO BOX 5231
PRINCETON
2005 At m ! ,~ DATE
"~. . 8 A !7IiST Ai~ OF
DA TE OF DEATH
FILE NUMBER
"COUNTY
'A~"
ESQ
NJ 08543
ESTATE OF WAGNER
'*
v
REV-1547 EX AFP (D6-05)
LEEANN
B
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 08-14-2006
I~ an asses..ent was issued previoUSly, lines 14, 15 and/or 16, 17, 18 and
r~lect figures that include the total of !bb returns assessed to date.
ASSESSMENT OF TAX:
IS. AIIount of Line 14 at Spousal rate (IS)
16. AIIount of Line 14 taxable at Lineel/Cless A rat. (16)
17. AlIOunt of Line 14 at Sibling rate (17)
18. ABount 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. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. HortgBgBs/Notes Receivable (Schedule D)
S. Cash/Bank Daposits/Misc. 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
6S.447.00
.00
28.88S.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governaental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
22,903.00
(9)
(10)
567.00
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00
.00
70,862.00
.00
X 00 =
X 04S =
X 12 =
X 15 =
(19)=
DATE
11-08-2005
04-26-2006
NUttBER
CD005989
CD006618
INTEREST/PEN PAID (-)
400.00
.00
AHOUNT PAID
7,600.00
S03.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
subait the upper portion
of this fora with your
tax paYllllnt.
94,332.00
23.470 00
70,862.00
.00
70,862.00
19 will
.00
.00
8,503.00
.00
8,S03.00
8,S03.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $I, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)