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HomeMy WebLinkAbout10-13-06 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APpt{~MRr", +J,.,I-$J~ANCE OR DISALLOWANCE OF ;~~n'?P:1'~~S./'~~~[~~~SSMENT OF TAX 09-04-2006 GATES 02-24-2006 21 06-0206 CUMBERLAND 101 APPEAL DATE: 11-03-2006 ( See reverse side under Objections) Amount Remitted 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 +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ALICE F FILE NO. 21 06-0206 ACN 101 DATE pM 12"~.:rATE OF II ":titrE OF DEATH FILE NUMBER COUNTY iAT ACN BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 1/128-0601 2006 OCT 13 JAMES D FLOWER JR SAIDIS ETAL 26 W HIGH ST CARLISLE C'Lei"" '-[":.( Or--" ,'~ ,,\ ,f-"l:.-......;L..'/\ \ I") CC)/: ,i ~~ I ;/-, \ ,~; PA 17013 ESTATE OF GATES TAX RETURN WAS: (X) ACCEPTED AS FILED 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. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets CHANGED (1) (2) (3) (4) (5) (6) (7) .00 762,296.92 .00 .00 183,779.58 .00 682,713.96 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax If an assessment was issued previously, lines reflect figures that include the total of ~ ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal 16. Amount of Line 14 taxable at 17. Amount of Line 14 at Sibling 18. Amount of Line 14 taxable at 19. Principal Tax Due TAX CREDITS' NOTE: rate Lineal/Class A rate rate Collateral/Class B rate 5,551.22 20,340.84 (11) (12) (13) (14) (9) (10) REV-154? EX AFP (06-05) ALICE F DATE 09-04-2006 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 1,628,790.36 25.892 06 1,602,898.30 .00 1,602,898.30 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 72,130.42 .00 .00 72,130.42 . .n .. n......... (+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-18-2006 CD006719 3,596.57 68,334.84 PAYMENT MUST BE MADE BY 11-24-2006*. TOTAL TAX CREDIT 71,931. 41 BALANCE OF TAX DUE 199.01 ,_.~- INTEREST AND PEN. .00 TOTAL DUE 199.01 (15) (16) (17) (18) .00 X 00 = 1,602,898.30 X 045= .00 X 12 = .00 X 15 = (19)= . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WEBSTER ANNE G 1013 DUNVEGAN RD WEST CHESTER, PA 19382 _nnn_ fold ESTATE INFORMATION: SSN: 239-12-2776 FILE NUMBER: 2106-0206 DECEDENT NAME: GA TES ALICE F DATE OF PAYMENT: 10/13/2006 POSTMARK DATE: 10/13/2006 COUNTY: CUMBERLAND DATE OF DEATH: 02/24/2006 REMARKS: ANNE G WEBSTER CHECK# 115 SEAL ACN ASSESSMENT CONTROL NUMBER 101 TOTAL AMOUNT PAID: INITIALS: WZ RECEIVED BY: REGISTER OF WILLS REV-1162 EXI11-96) NO. CD 007305 AMOUNT $199.01 $199.01 GLENDA FARNER STRASBAUGH REGISTER OF WillS