HomeMy WebLinkAbout08-28-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
R:CCRD[D OFFICE f4lTIcE OF INHERITANCE TAX
;.~ ~...PP~~~ENT, ALLOWANCE OR DISALLOWANCE
, OF', DEDUcTIONS AND ASSESSI1ENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-28-2006
HICKS
10-18-2005
21 05-0937
CUMBERLAND
101
APPEAL DATE: 10-27-2006
( See reverse side under Objections)
A.ount 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 .....
ii,,:is47-ii-AFP-ioi:osi-NOTici-OF-iNHiiiTANCi-TAi-APPRAiiiMiNT:-ALLOWANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARV A FILE NO. 21 05-0937 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
"LOu'- ~ l.r:~ r~ 8,' D:~ I?' 05
J' 0 rl IU c:: I II ,-'
,"'; I'
DALE F SHUGHART Jk ESQ
10 W HIGH ST
CARLISLE
PA 17013
ESTATE OF HICKS
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estata (Schedula A)
2. Stocks and Bonds (Schedula B)
3. Closaly H.ld Stock/Partnership Intarest (Schedule C)
4. Hortgagas/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule Q)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Hisc. Expenses (Schadule H)
10. Debts/Hortgaga Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Sovenneental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
( ) CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
7.854.86
.00
.00
(8)
Wi
REV-1547 EX AFP (06-05)
MARY
A
(9)
llO)
3,482.53
23.661. 91
ll1)
ll2)
(13)
ll4)
DATE 08-28-2006
NOTE: To insure proper
credit to your account,
sublai t the upper portion
of this fora with your
tax paYlHInt.
7,854.86
?7 144 44
19,289.58-
.00
19,289.58-
NOTE: I~ an asses..ent was issued previously, lines 14, 15 and~or 16, 17, 18 and 19 will
reflect ~igures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. AIIowlt of Line 14 .t Spousal r.te llS) . 00 X 00 = . 00
16. AIIount of Line 14 texable .t Lineal/Class A rate ll6) .00 X 045 = .00
17. AIIount of Line 14 .t Sibling rate ll7) .00 X 12 = .00
18. AlIOunt of Line 14 taxable .t Coll.teral/Cless B rete ll8) . 00 X 15 = . 00
19. Principel Tax Due ll9)= .00
DATE
NUHBER
INTEREST/PEN PAID (-)
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(Schedule J)
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)