HomeMy WebLinkAbout10-31-06
10-02-2006
CORSNITZ
12-14-2005
21 05-1100
CUMBERLAND
101
APPEAL DATE: 12-01-2006
( See reverse side under Objections)
AIIIount R_ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -to RETAIN LOWER PORTION FOR YOUR RECORDS +-
iiv:is4,-ii-AFP-ioi:osi-NOTici-o,-iNHiiiTANCi-TAX-APPiAiiiMENT:-ALLONANCi-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOANNA M FILE NO. 21 05-1100 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
nr:0(\Q[\Fn nr-pr\= ~frICE OF INHERITANCE TAX
;-'i:..-VV i~) :-:,-, ~!M.. atENT, ALLOWANCE OR DISALLOWANCE
c.""[._(:\l,"i~:~ ' ':O'\~}DE_PucTIONS AND ASSESSMENT OF TAX
I. \-~) ,.......: I '--
2000 Gel 3 I
Al~ \0: 2\
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLEF1\\ OF
Rpu Id' \,(' IY\I \P-\
0"\ Jl 1,~.i \; ,J .~,:~";!.l.;"J l
JAMES D BOGAR CUI,,'-" I, '[. PA
BOGAR I HIPP LAW OFCS
ONE WEST MAIN ST
SHIREMANSTOWN
PA 17011
ESTATE OF CORSNITZ
*'
REV-1547 EX AFP (06-05)
JOANNA
M
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 10-02-2006
I~ an asses...nt was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~1gures that include the tatal of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. ABount of Line 14 et Spousel rate (15)
16. A.ount of Line 14 taxable at Lineal/Class A rata (16)
17. Aaount of Line 14 at Sibling rate (17)
18. ~t of Line 14 taxabla at Collateral/Class B rate (18)
19. Principal Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..1 Estat. (Schedule A)
2. Stocks IlItd Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (~dule C)
ft. MortpgaslHotes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfars (Schedule G)
8. Total Assets
(1)
(2)
(3)
(ft)
(5)
(6)
(7)
175,000.00
.00
.00
.00
278.786.30
.00
116,344.50
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fwwral Expenses/ AcIII. Costs/Hlsc. Expenses (Schedule H)
10. Debts/Hortpga Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GoverhR8ntal Bequests; Non-elected 9113 Trusts
1ft. Net Value of Estate SUbject to Tax
39,893.32
(9)
(10)
2.942.75
(11)
(12)
(13)
(1ft)
(Schedule J)
NOTE:
.00 X
527,294.73 X
.00 X
.00 X
:
AMOUNT PAID
19,707.75
2,983.26
DATE
03-07-2006
08-28-2006
NUltBER
CD006406
CD007152
INTEREST/PEN PAID (-)
1,037.25
.00
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credi t to your account,
subIIi t the upper portion
of this for. with your
tax payll8l'lt.
570,130.80
42.8~6 07
527,294.73
.00
527,294.73
.00
23,728.26
.00
.00
23,728.26
TOTAL TAX CREDIT 23,728.26
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE 0
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED~ SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.