HomeMy WebLinkAbout09-08-06
aM \~.... 09-04-2006
200& SEP -8 ~ESTATE OF GATES
DATE OF DEATH 02-24-2006
CLERK OFt ~E NUMBER 21 06-0206
C3~~~I;r.lR~CIc~TY i~~BERLAND
. 1,,, APPEAL DATE: 11-03-2006
( See reverse side under Objections)
A.ount ReBittedl 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 +-
iiv:is4;-ii-AFP-ioi:oii-NOTlci-oF-INHiiITANci-TAi-APpiAIsiMiNT:-ALLOWANci-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ALICE F FILE NO. 21 06-0206 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.~r~II'1\r>><<:E TAX
APP , AlX'CHMNcf'! OR DISALLOWANCE
O~_. _;..T~sr'"!\~~.~SSMENT OF TAX
.~ "'... >..A :..;~,' t :~. \ -. """
JAMES D FLOWER JR
SAIDIS ETAL
26 W HIGH ST
CARLISLE
PA 17013
ESTATE OF GATES
'*
/
REV-1547 EX AFP (06-05)
ALICE
F
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
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. AIIount of Line 14 at Spousal rete US)
16. A~t of Line 14 taxable at Lineal/Class A rat. (16)
17. AIIount of Line 14 at Sibling rat. (17)
18. ~nt of Line 14 taxable .t Colleteral/Class 8 rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Estate (Schedule A)
2. Stocks and Bonds (Schedule 8)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. MortgBges/Notes Receivable (Schedule D)
S. Cash/8ank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property '(Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U)
(2)
(3)
(4)
(S)
(6)
(7)
.00
762.296.92
.00
.00
183.779.58
.00
682.713.96
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Misc. Expanses (Schedule H)
10. Debts/MortgBgB Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cheritable/&overn.ental Bequests; Non-elected 9113 Trusts
14. Net Value of Estete SUbject to Tax
51551. 22
(9)
(10)
20.340.84
Ul)
(2)
(3)
(4)
(Schedule J)
NOTE:
.00 X
116021898.30 X
.00 X
.00 X
00 =
045 =
12 =
15 =
DATE
05-18-2006
AMOUNT PAID
681334.84
NUMBER
CD006719
INTEREST/PEN PAID (-)
31596.57
PAVMENT MUST BE MADE BV 11-24-2006-.
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 eccountl
subIIi t the upper portion
of this fora with your
tax peyaent.
116281790.36
2~.8c)? 0(0
116021898.30
.00
116021898.30
19 will
(9)=
.00
721130.42
.00
.00
721130.42
711931.41
199.01
.00
199.01
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) I YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)