HomeMy WebLinkAbout08-28-06
08-28-2006
MCKEE
03-15-2006
21 06-0616
CUMBERLAND
101
APPEAL DATE: 10-27-2006
( See reverse side under Objections)
Amount RBi tted I 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 +-
iE,,:is47 - Eit iFP -i oi:osi - NOTicE-oF - iNHERiTANCE- TAit APPRAisEMENT: - ALLOWANCE-OR - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELSIE A FILE NO. 21 06-0616 ACN 101 DATE 08-28-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
I~ an assesSMent was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect ~igures that include the total ~ abb returns assessed to date.
ASSESSMENT OF TAX:
15. ~ount of Line 14 at Spousal rate (15)
16. ~t of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. ~t of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.
..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r-rr.liprr" nrCI(,r (",r
:i:f,.A),"'UCU iJI"t UltoTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES .'-'~:AP~R~lSE"ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESS"ENT OF TAX
PO BOX Z80601
HARRISBURG PA 171Z8-0601
200S AUG 28 PH !2: 08
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ORF
(', 'I
WAYNE F SHADE ~SQ
53 W POMFRET ST
CARLISLE
PA 17013
ESTATE OF MCKEE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. &rtgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits~isc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
1.450.00
1.984.69 .
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs~isc. Expenses (Schedule H)
10. Debts/&rtgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Gove~ental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
8,882.40
(9)
(10)
.00
(Schedule .J)
NOTE:
.00
.00
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
AtIOUNT PAID
DATE
NUttBER
INTEREST/PEN PAID (-)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
*'
~
REV-1547 EX AFP (06-05)
ELSIE
A
NOTE: To insure proper
credit to your account,
subIIi t the upper portion
of this forB with your
tax pa~t.
3,434.69
(11)
(12)
(13)
(14)
R.RA? 40
5,447.71-
.00
5,447.71-
19 will
(19)=
.00
.00
.00
.00
.00
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $I, NO PA~ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A nCREDI~' (CR), YOU ~Y BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS.)
" ..
REV.1470 EX (&-118)
*' 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
Elsie A McKee 2106-0616
REVIEWED BY ACN
Deborah Washington 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H B-3 Reduced to $1.450.00. Family exemption can only be claimed against assets subject to
will or intestacy.
I
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