HomeMy WebLinkAbout08-18-06 (2)
08-14-2006
BAUM
11-09-2005
21 05-1112
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
CARLISLEI PA 17013
~Y!_~~P~~_!~J~-~J~~-_____~___!!!~!~_~~!!!_e~!!!~~_f~!_Y~~!_!!~~!P~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WILMA H FILE NO. 21 05-1112 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
nrr'('{)f\Cn ntF~.,.-:@~ OF INHERITANCE TAX
r",.,._,\", 1-;AfaP~EHENT I ALLOWANCE OR DISALLOWANCE
. : '. 'Of . ~ErRJojIDNS AND ASSESSMENT OF TAX
2GO& ~.IJG \ 8 f\j<'j \ I: L..2
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
nT
". I
STEPHEN L BLOOM ESQ C ,.
2100 LONGS GAP RD
CARLISLE PA 17013
ESTATE OF BAUM
'*
if
REV-15~7 EX AFP (06-05)
WILMA
H
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 ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
1S. AIIount of Une 14 at Spousal rete (lS)
16. A~t of Line 14 texab1e at Lin..1/C1ass A rate (16)
17. AIIowIt of Une 14 et Sibling rate (17)
18. A~unt of Line 14 taxable at Collateral/Class B rate (18)
19. Principe1 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. HDrtgageslNotes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly OWned Property (Schedule F)
7. Transfers (Schedu1. G)
8. Total As..ts
(1)
(2)
(3)
(4)
(S)
(6)
(7)
112 ~ 000.00
.00
.00
.00
7.666.97
2~647.05
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expen..s/A~. Costs/Misc. Expenses (Schedu1. H)
10. DebtslHDrtgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitab1./Gover~enta1 Bequasts; Non-elected 9113 Trusts
14. Net Value of Estat. Subject to Tax
151582.89
(9)
(10)
9.10
(11)
(12)
(13)
(14)
(Schedule .J)
NOTE:
.00 X
106 I 722. 03 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
DATE
06-22-2006
AMOUNT PAID
41802.49
NUMBER
CDo06873
INTEREST/PEN PAID (-)
.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your accountl
suIHIlt the upper portion
of this for. with your
tax PBYII8I't.
1221314.02
11;.1;91 99
1061722.03
.00
1061722.03
19 will
.00
41802.49
.00
.00
41802.49
41802.49
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A nCREDIT" (CR)I YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)