HomeMy WebLinkAbout10-31-06
10-02-2006
BEECHER
05-20-2006
21 06-0540
CUMBERLAND
101
APPEAL DATE: 12-01-2006
( See reverse side under Objections)
AIIoun't: 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 ....
iEV:is47-Ei-AFP-ioi:os3-NOTicE-OF-iNHEiiTANCE-TAi-APPRAiSEMENT:-ALLOWANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JEAN I FILE NO. 21 06-0540 ACN 101
8UREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX za0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OC:,'(\C-,r\cn n~~E,",oF INHERITANCE TAX
'- u,.;fAPflUJSEftlbir .'.~LLOWAHCE OR DISALLOWANCE
~-'T4)f) DEDUC:JIOHS AND ASSESSHENT OF TAX
...1 _,.".__ '"_" " ..:
2005 OCT 3 1
MilO: 22
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROGER B IRWIN ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
CLEPi< OF
ORI')I~L)I,\jlC' ("/'\IJI;'-1
,~, ~': .,.J ',/'..1l, n
CU:/ ": . '" D.~
, ! r\
PA 17013
ESTATE OF BEECHER
'*
REV-I547 EX AFP (06-05)
JEAN
I
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHAH8ED
DATE 10-02-2006
If an asseSSBen't: was issued previouslY, lines 141 15 and/or 161 171 18 and
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. AIIount of Line 14 at Spousal rate (1S)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
11. A.ount of Line 14 at Sibling rate (17)
18. ~ount of Line 14 taxable et Collaterel/Cless 8 rete (lB)
19. Principel Tax Due
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..1 Estete (Schedule A)
2. stocka and Bonds (Schedule 8)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Hotes Receivable (Schedule D)
S. Cashl8ank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule S)
B. Total Assets
(1)
(2)
(3)
(4)
(S)
(6)
(7)
186,000.00
111.954.61
.00
.00
123.989.22
.00
10,167.48
(B)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Furwral Expanses/A.. Costs/Hisc. Expanses (Schedule H)
10. Dabts/Hortgege 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
(9)
(10)
42,592.27
1.518.70
(11)
(12)
(13)
(14)
NOTE:
.00 X
.00 X
.00 X
.00 X
AHOUHT PAID
DATE
HUltBER
INTEREST/PEN PAID (-)
NOTE: To insure proper
credit to your account,
sublIi t the upper portion
of this for. with your
tax PlIYII8"t.
432,111.31
44.110 97
388,000.34
388,000.34
.00
19 will
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
(19)=
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.