HomeMy WebLinkAbout07-28-06
COMMONWEALTH of PENNSYLVANIA
r' ,_~,~J~RTMENT OF REVENUE
'" r-r.o:-'f.f\ \'r\\;'.N[rt,ItE OF INHERITANCE TAX
i\[\)'~/':~)':4PP~~~~NT 1 ALLOWANCE OR DISALLOWANCE
, ',' OF." DEDUCTIONS AND ASSESSMENT OF TAX
07-24-2006
CRISS
03-21-2005
21 05-0279
CUMBERLAND
101
APPEAL DATE: 09-22-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
iEV:is47.ii-AFp.ioi:osi-NOTici-op-iNHiiiYANCi-YAi-APpiiisiMENT~-iLiowiNCi-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
NANCY A FILE NO. 21 05-0279 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX Ztl0601
HARRISBURG PA 171Ztl-0601
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MARVIN BESHORE
M BESHORE LAW OFFICES
PO BOX 946
HBG
PA 17108
ESTATE OF CRISS
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'*
REV-1547 EX AFP (06-05)
NANCY
A
DATE 07-24-2006
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate (15)
16. A~t of Line 14 taxable at Lineal/Class A rate (16)
11. A.ount of Line 14 at Sibling rate (11)
18. Aaount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX RETURN "AS ~ (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
s. Cash/Bank DepositsIHisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
1. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdII. CostsIHisc. 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
14. Net Value of Estate Subject to Tax
NOTE:
:
DATE
06-Z0-Z005
06-08-Z006
NUltBER
CD005468
CD006816
INTEREST/PEN PAID (-)
236.84
22.19-
{ 1 CHANGED
Ul
(2)
(3)
(4l
(S)
(6)
{7l
170,000.00
.00
.00
.00
5.800.77
.00
13,570.82
(8)
00 =
045 =
12 =
15 =
U9l=
NOTE: To insure proper
credit to your accountl
subBit the upper portion
of this for. with your
tax paYllent.
1891371. 59
68.6~1 30
120,720.29
.00
1201720.29
.00
51432.41
.00
.00
51432.41
51452.15
19.74CR
.00
19.74CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT'" (CR) 1 YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.)
(9)
UO)
29,367.30
39.284.00
(ll)
(2)
(3)
(4)
(Schedule J)
.00 X
1201720.29 X
.00 X
.00 X
AMOUNT PAID
41500.00
737.50
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE