HomeMy WebLinkAbout10-31-06
10-09-2006
BEAR
04-13-2005
21 05-0359
CUMBERLAND
101
APPEAL DATE: 12-08-2006
( See reverse side under Objections)
AIIount RBitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR
DISALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARGARET L FILE NO. 21 05-0359 ACN 101 DATE 10-09-200j
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
COMMONWEALTH OF PENNSYLVANIA
~ DEPARTMENT OF REVENUE
-" . · D at;!0.CJ:.. 0':- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL td.~BDt <\ . . , ;A,PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION f'7:-:..:~,\C',:;::: - OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ','YJ',..;' .; .
HARRISBURG PA 17128-0601 . ..'
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DAVID P KING e~q,r:'"
23 BEAVER DR
PO BOX 1016
DUBOIS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 15801
ESTATE OF BEAR
*'
REV-1547 EX AFP (06-0!
MARGARET
L
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..1 Estate (Schedu1. A)
2. Stocks end Bonds (Schedule B)
3. C10saly Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. CashlBenk Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule S)
8. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
79,000.00
.00
.00
.00
2.919.52
.00
13.101.23
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. CostslHisc. Expenses (Sch~ule H)
10. Debts/Mortpge Liabilitias/Liens (Schedule I)
11. Total ~ctions
12. Net Value of Tax Return
13. Cheritable/SovernDental Bequests; Non-.lect~ 9113 Trusts (Schedule J)
14. Net Value of Estate Subjact to Tax
I~ an asses..ent was issued previously, lines 14, 15 and/or 16, 17, 18 and
r~lect ~igures that include the total ~ Abk returns assessed to date.
ASSESSMENT OF TAX:
IS. Mount of Line 14 at Spousal rate US}
16. ~t of Line 14 taxable at Lineal/Cless A rat. (16)
17. Mount of Line 14 at Sibling rate (17)
18. ADOUnt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
(9)
UO)
NOTE:
DATE
NUMBER
INTEREST/PEN PAID (-)
INTEREST IS CHARGED THROUGH 10-24-2006
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
20,498.49
93.287.26
(11)
(2)
(3)
(4)
.00 X
.00 X
.00 X
13,101.23 X
AMOUNT 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.
NOTE: To insure pro
c~it to your aceo
sUD.it the upper po
of this for. with y
tax payllent.
95,020.75
113.785 85
18.765.11
.0
18,765.1
19 w
00 =
045 =
12 =
15 =
.1
1.965.
1,965.
(19)=
1.965.
107.
2.072
( IF TOTAL DUE IS LESS THAN n. NO PAYI1ENT IS REQUIRED
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU ""
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUC1
REV-1470 ~ (\l-8!lf
. .
0'
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
REVIEWED BY
ACN
2105-0359
101
Bear, Margaret L.
Daniel Heck
ITEM
SCHEDULE NO.
G 1
EXPLANATION OF CHANGES
Probate estate is insolvent. Named beneficiary assets are taxable to the survivors. No
deductions can be claimed against named beneficiary assets, as it was not the
responsibility of the survivors to pay the debts.
I 31,32
Reduced to Yz as these debts, item 31 was in the names of the decedent and Jimmie L.
Howell and item 32 was in the names of the decedent and Doris M. McConnell.
ROW
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