HomeMy WebLinkAbout07-28-06
07-24-2006
PAUL
09-01-2005
21 05-0831
CUMBERLAND
101
APPEAL DATE: 09-22-2006
( See reverse side under Objections)
A.ount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Yr_~~9~'_r~J!_~J~~______~___!~!!!~_~9~~!_~9!!!9~_~9!_Y9~!_!~~9!~!__~____________________
REV-15li7 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CLARA D FILE NO. 21 05-0831 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C'[(':-WO'tI~E (i)f:~~ITANCE TAX
APP~~~HEkt~~4Ll9WANCE OR DISALLOWANCE
OFh,QEJ)U~T:I(J"$ AND ASSESSMENT OF TAX
i,i 11:~lE
ESTATE OF
DATE OF DEATH
~'-TFILE NUMBER
, 'Ic;QUNTY
ACN
JOANNE E BOOK ESQ
RHOADS & SINON
PO BOX 1146
HBG
PA 17108
ESTATE OF PAUL
.
~
REY-1547 EX AFP (06-05)
CLARA
D
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 07-24-2006
If an assessment was issued previously, lines Iii, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. ABOUnt of Line 14 at Spousal rate (IS)
16. A.ount of Line 14 taxable at Lin.al/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable 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. Real Estate (Schedule A)
2. Stocks IInCI Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Reeelv_le (Schedule D)
S. Cash/Bank Deposits/Misc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(I)
(2)
(3)
(4)
(S)
(6)
(7)
220..000.00
825.357.30
.00
.00
338.032.20
.00
752.905.85
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Misc. Expenses (Schedule H)
10. Dllbts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Chariteble/Gover~tal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
48,044.42
(9)
(10)
3.053.48
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X
2,085,197 . 45 X
.00 X
.00 X
T
+
INTEREST/PEN PAID (-)
4,421.05
.00
AHOUNT PAID
84,000.00
5,412.84
DATE
11-30-2005
05-24-2006
NUHBER
CD006040
CD006729
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 proper
credit to your account,
~It the upper portion
of this fo~ with your
tax pay..nt.
2,136..295.35
~1.0Q7 QO
2,085,197.45
.00
2,085,197.45
00 =
045=
12 =
15 =
.00
93..833.89
.00
.00
93,833.89
(19)=
93..833.89
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)