HomeMy WebLinkAbout08-28-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX za060l
HARRISBURG PA l7lza-060l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Qr:TICE (NoTICE OF INHERITANCE TAX
c', .~-A~i~ISEMENT, ALLOWANCE OR DISALLOWANCE
, OF'DEDUCTIONS AND ASSESSMENT OF TAX
08-28-2006
ROE
10-15-2005
21 05-0969
CUMBERLAND
101
APPEAL DATE: 10-27-2006
( 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 +-
iiv:is47-ii-AFP-ioi:osi-NOTlci-oF-INHiiITANci-TAi-APpiAliEMENT:-ALLowANci-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CLARA E FILE NO. 21 05-0969 ACN 101
2!"l!"J(
UuG
28 PH 12: 05
,..-\ .
f~T
C':""~,-'
JANE F BURKE
M & T TRUST CO
1 W HIGH ST
CARLISLE
PA 17013
ESTATE OF ROE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
J
REV-lS47 EX AFP (06-05)
CLARA
E
DATE 08-28-2006
NOTE: If an asses..ent was issued previouSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX: :1
15. AIIow\t of Line 14 .t Spousal r.te (5) . 00 X 00 = . 00
16. AIIount of Line 14 taxable .t Lineal/Class A rate (6) 1,724,068.68 X 045 = 77,583.09
17. Amount of Line 14 .t Sibling rate (17) .00 X 12 = .00
IS. AlIOUnt of Line 14 taxable .t CoUateral/Class B rate US) . 00 X 15 = . 00
19. Principal Tax Due (9)= 77,583.09
TAX RETURN WAS: (X) ACCEPTED AS FILED
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personel Property (Schedule E)
6. Jointly OWned Property (Schedule F)
7. Transfers (Schedule G)
S. Totel Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Tot.l Deductions
12. Net Value of Tax Return
13. Cheritable/GovernR8ntel Bequests; Non-elected 9113 Trusts
14. Net Velue of Estate Subject to Tax
DATE
07-14-2006
NUHBER
CD006973
INTEREST/PEN PAID (-)
.00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
1.301.832.10
.00
.00
476.572.77
.00
78.442.73
(S)
NOTE: To insure proper
credit to your eccount.
~it the upper portion
of this for. with your
tax paYll8nt.
1,856,847.60
11:;) 779 92
1,744,068.68
20,000.00
1. 724,068.68
77.583.09
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT 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.)
(9)
UO)
103.973.40
8.805.52
(1)
(2)
(3)
(4)
(Schedule .J)
AMOUNT PAID
77,583.09
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE