HomeMy WebLinkAbout08-18-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~r:/~r:~I:~r,I.c.~jJF :J;NHERITANCE TAX
H.:: \.....r1{~t!,~.EI!.~~j~(I)wANCE OR DISALLOWANCE
r::-/:9F-~~D~:rIO/ltS (AND ASSESSHENT OF TAX
! .!., ',_ _.'". 'i .",i:, ....
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-14-2006
ROTH
11-14-2005
21 05-1029
CUMBERLAND
101
APPEAL DATE: 10-13-2006
( 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 +-
iEY:is47-Ex-AFP-ioi:osj-NoTIcE-OF-INHEiITANCE-TAx-APpiAIsEMENT:-ALLowANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GEORGE D FILE NO. 21 05-1029 ACN 101 DATE 08-14-2006
TAX RETURN MAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdB. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgege Liabilities/Liens (Schedule I)
11. Totel Deductions
12. Net Velue of Tex Return
13. Cherltable/Gover~tel Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estete Subject to Tex
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and
r~lect ~igures that include the tatal of ~ returns assessed to date.
ASSESSMENT OF TAX:
lS. Aeaunt of Une 14 et Spousel rete liS)
16. Aeount of Line 14 taxable et Lineal/Class A rete (16)
17. Aeount of Line 14 et Sibling rate (17)
18. Aeount of Line 14 taxable et Collaterel/Class B rete (18)
19. Principal Tex Due
T :
....1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2005 1\ UG I 8 Mill: 4 I
1/"""'"
.',-'
or;-
WILLIAM C DISSINGER
DISSINGER & DISSINGER
400 S STATE RD
MARVSVILLE
(" !
-'~.'
PA 17053
ESTATE OF ROTH
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/Pertnershlp Interest (Schedule C)
4. Hortgeges/Notes Receivable (Schedule D)
S. Cesh/B8nk Deposlts/Hlsc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Totel Assets
NOTE:
DATE
12-01-2005
NUMBER
CD006052
INTEREST/PEN PAID (-)
74.06
(9)
llo)
(1)
(2)
(3)
(4)
(S)
(6)
(7)
89,900.00
1.073.70
.00
.00
899.10
.00
.00
(8)
27,257.64
15.243.26
(11)
(12)
(13)
(14)
16,457.30 X
32,914.60 X
.00 X
.00 X
AHOUNT PAID
4,045.50
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 =
045 =
12 =
15 =
(19)=
.
/
REV-1547 EX AFP (06-05)
GEORGE
D
NOTE: To insure proper
credit to your account,
subel t the upper porUon
of this fore with your
tex peyeent.
91,872.80
6?IiDD QO
49,371.90
.00
49,371.90
19 will
.00
1,481.16
.00
.00
1,481.16
4..119.56
2,638.40CR
.00
2..638.40CR
( 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.)
RFV-147p EX(6-88)
~ . '*
. INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
George D Roth 2105-1029
REVIEWED BY ACN
Deborah Washington 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H 8-9 Reduced to $12,596.06. Inheritance tax is not an allowable deduction against the taxable
estate.
ROW
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