HomeMy WebLinkAbout08-14-06
,"
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX ZI0601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:-. ',',. . "r' '''', _ NOTICE OF INHERITANCE TAX
"","'j!AmmEttENT,; ALLOWANCE OR DISALLOWANCE
. 'O'r.Dt~ucnONS AND ASSESSMENT OF TAX
*'
I
08-14-2006
TARTAR
05-20-2005
21 05-0545
CUMBERLAND
101
APPEAL DATE: 10-13-2006
( See reverse side under Objections)
Aaount 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 +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
WALTER W FILE NO. 21 05-0545 ACN 101 DATE 08-14-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
..
"lnnr .C
L. U !,j 0 li:_;
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
L<:: J 3
WILLIAM A ADDAMS ,~~I.,
27 W HIGH ST
CARLISLE
PA 17013
ESTATE OF TARTAR
REV-1S47 EX AFP (06-05)
WALTER
W
(Schedule J)
I~ an assessment was issued previously. lines 14. IS and/or 16. 17. 18 and
reflect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. ~unt of Line 14 taxable at Lineal/Class A rate (16)
17. ~nt of Line 14 at Sibling rate (17)
18. A~unt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
T :
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al Estat. (Schedule A)
2. stocks and Bonds (Schedul. B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. CostsIMisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tex Return
13. Charitable/Govern..ntal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate SUbject to Tax
(9)
(10)
NOTE:
DATE
NUltBER
INTEREST/PEN PAID (-)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
591500.00
.00
.00
.00
1.207.44
10.750.00
10.039.13
(8)
NOTE: To insure proper
credit to your account 1
s~it the upper portion
of this form with your
tax paYllent.
811496.57
19,146.50
.00
(11)
(12)
(13)
(14)
19.Hi650
621350.07
.00
621350.07
19 will
411569.60 X
201780.47 X
.00 X
.00 X
00 =
045 =
12 =
15 =
.00
935.13
.00
.00
935.13
(19)=
AItOUNT PAID
INTEREST IS CHARGED THROUGH 08-29-2006
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
935.13
34.11
969.24
. IF PAID AFTER DATE INDICATED 1 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" (eR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
REV-1470 ex (e-88)
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDMDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
REVIEWED BY
ACN
2105-0545
101
Walter W. Tartar
Anita McCully
ITEM
SCHEDULE NO.
F 2
EXPLANATION OF CHANGES
This real estate was held by Tenants by Entireties and therefore is reportable on schedule
A.
F&G
Jointly held property and transfers are taxable outright to the joint owner and/or
transferee before figuring residue.
ROW
Page 1