HomeMy WebLinkAbout08-28-06
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(JFF!(~i~CE OF INHERITANCE TAX
. "fRA~SEH~T, ALLOWANCE DR DISALLOWANCE
OF DEDUCtIONS AND ASSESSHENT OF TAX
20G6
12: 06
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
08-28-2006
GITT
03-17-2006
21 06-0262
CUMBERLAND
101
APPEAL DATE: 10-27-2006
( See reverse side under Objections)
AIIount R_i tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PY!_~~9~!_!~~~_~~~J______~___!'!~!~_~~~'!_~~!!!~~_E~!_!~Y!_!'~~!P!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PEARL M FILE NO. 21 06-0262 ACN 101
('i i
v'.
ROGER M MORGENTHAL ESQ
2515 N FRONT ST
HBG
PA 17110
ESTATE OF GITT
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estata (Schadula A)
2. Stocks and Bands (Schadule B)
3. Closaly Held Stock/Partnership Interest (Schedule C)
4. HortgageslNote. Receivable (Schedule D)
S. CashlBank DeposltslHlsc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fwwral Expensas/ActII. Costs/Hisc. Expenses (Schedule H)
10. DabtslHortgage Llabl1ltles/Llans (Schedul. I)
11. Total Deductions
12. Net Value of Tax Return
13. Charlteble/Govern.ental Bequests; Non-elected 9113 Trusts
14. Net Value of Estata SUbject to Tax
NOTE:
( ) CHANGED
(1)
(2)
(3)
(4)
(S)
(6)
(7)
65.000.00
.00
.00
.00
21.943.71
.00
.00
(8)
*'
/
(9)
(10)
18.077.11
REV-1547 EX AFP (06-05)
PEARL
M
6.895.37
(11)
(12)
(13)
(14)
(Schedule J)
DATE 08-28-2006
NOTE: To Insure proper
credit to your account,
~lt the upper portion
of this for. with your
tax pay.ant.
86,943.71
24.972 48
61,971. 23
.00
61,971. 23
If an assessnent 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:
IS. AIIount of Une 14 at Spousal rate (1!j)
16. Aaount of Une 14 taxable at Uneal/Class A rat. (16)
17. AIIount of Line 14 at Sibling rate (17)
18. AIIount of Line 14 taxable at Colleterel/Class Brat. (18)
19. Principal Tax Du.
DATE
07-12-2006
NUttBER
CD006960
INTEREST/PEN PAID (-)
.00
· IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00 X
61,971.23 X
.00 X
.00 X
00 =
045 =
12 =
15 =
.00
2,788.71
.00
.00
2,788.71
2,788.71
.00
.00
.00
( 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.)
(19)=
AHOUNT PAID
2,788.71
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE