HomeMy WebLinkAbout11-03-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~-,-,,"r"\,\rr, 0,[C'NQt"~ OF INHERITANCE TAX
:"':,::..'j',)lePRAliSeG:Nt.. ALLOWANCE OR DISALLOWANCE
.::' ~,' ,'.' -Pf"D~~TIONS AND ASSESSltENT OF TAX
10-30-2006
SHIRES
12-17-2005
21 06-0055
CUMBERLAND
101
APPEAL DATE: 12-29-2006
( See reverse side under Objections)
AIIount R_ittedl 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 ~
REy:is47 - E;( AFP - '( 03:os3- NOTicE-oF - iNHERiTANCE - TA;( APPRAisEMENT: - ALLOWANCE-OR -- - - - - -- - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
NORMAN J FILE NO. 21 06-0055 ACN 101
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
?nnr
t..!~utJ
II: 26
-1
v
MARIELLE F HAZEN
M F HAZEN LAW OFC
2000 LINGLESTWN RD 20
HBG PA 17110
ESTATE OF SHIRES
*'
REY-1547 EX AFP (06-05)
NORMAN
J
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 10-30-2006
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. KortgegeslNotes Receivable (Schedule D)
5. Cash/Benk DeposltslHlsc. Personal Property (Schedule E)
6. JOintly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total As_*-
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. CostslHisc. Expenses (Schedule H)
10. DebtslKortgege Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Cheritable/Gove~ental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
186.260.00
29.354.55
.00
.00
16.976.53
.00
12.889.43
(8)
NOTE: To insure proper
credi t to your eccount.
subIIlt the upper portion
of this for. with your
tax P8~t.
245.480.51
20.333 28
225.147.23
.00
225.147.23
NOTE: I~ an asses..ent was issued previously, 1ine8 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total ~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A~t of Line 14 at Spou_l rate (5) 225.147.23 X 00 = .00
16. A~t of Line 14 taxable at Lineal/Class A rate (6) .00 X 045 = .00
17. ~t of Line 14 at Sibling rate (7) .00 X 12 = .00
18. AIIount of Line 14 taxable at Collateral/Class B rate (8) .00 X 15 = .00
19. Principal Tax Due (9)= .00
DATE
INTEREST/PEN PAID (-)
NUltBER
(9)
UOJ
20.333.28
.00
UlJ
(2)
(3)
(4)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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.)
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(Schedule .I)
AI10UNT PAID