HomeMy WebLinkAbout09-08-06
09-04-2006
HELLER
01-01-2006
21 06-0007
CUMBERLAND
101
APPEAL DATE: 11-03-2006
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-EX-AFP-ioi:osi-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RAY A FILE NO. 21 06-0007 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
RECOg. .. ~~Tn~ REVENUE
r'1rf':, . C l.r~otvfNI1i!RITANCE TAX
APPiAJ' ., I-AJ1,f~E OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
2006 SEP - 8 AM rJ: I 1
'IflTE
CLERK OF ESTATE OF
ORPHAN'S COU DATE OF DEATH
CUI tB....r'!i ~"n RT FILE NUMBER
V:..CT'U\'.!i) CO" PACOUNTY
ACN
ROBERT G FREY
FREY S TILEY
5 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF HELLER
'*
.;
REV-1547 EX AFP (06-05)
RAY
A
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-04-2006
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 ~ returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Line 14 at Spousal rate (IS)
16. A~t of Line 14 taxable at Lineal/Cless A rate (16)
17. ~t of Line 14 at Sibling rate (17)
18. ~unt of Line 14 taxable et Collaterel/Class B rate (18)
19. Principel 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. Hortgages/Notas Receivable (Schedule D)
s. Cash/BBnk Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
139.900.00
.00
.00
.00
210.213.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
.
9. Funerel Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortg.ge Liabilities/Liens (Schedule I)
11. Totel Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts
14. Net Velue of Estete Subject to T.x
161063.00
(9)
(10)
7.660.00
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X
3261390.00 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
DATE
01-31-2006
AHOUNT PAID
151000.00
NUMBER
CD006254
INTEREST/PEN PAID (-)
734.40
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 .ccountl
s~it the upper portion
of this for. with your
tex P.y.....t.
3501113.00
23.7?3 DO
3261390.00
.00
3261390.00
.00
141688.00
.00
.00
141688.00
151734.40
11046.40CR
.00
L046.40CR
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR) I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)