HomeMy WebLinkAbout08-14-06
08-07-2006
BEALE
03-09-2005
21 05-0345
CUMBERLAND
101
APPEAL DATE: 10-06-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLEI PA 17013
~Y!_~~9~~_!~~~_~~~J______~___!!!!!~_~g~!!_~g!!!g~_Eg!_!g~!_!!~g!,!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MILDRED E FILE NO. 21 05-0345 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
crr'-"Inr-,!=i\ ('!F}~~~~!MENT OF REVENUE
1'",1 ) ,j-L'i,U I,,) I NO"fIci: OF INHERITANCE TAX
" ~p'~AiSEHENT'1 ALLOWANCE OR DISALLOWANCE
'OF-'DEDUCTIONS AND ASSESSMENT OF TAX
2005
1 t}
1'"'. I 5
,I' .
I ",~,
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ELYSE E ROGERS ESQ
STE 301
415 FALLOWFIELD RD
CAMP HILL PA 17011
ESTATE OF BEALE
'*
I
REV-1547 EX AFP (06-05)
MILDRED
E
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 08-07-2006
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~1gures that include the total ~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. '-aunt of Line l~ at Spousal rate (15)
16. '-aunt of Line l~ taxable at Lineal/Class A rate (16)
17. A.ount of Line l~ at Sibling rate (17)
18. Aaount of Line l~ 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. R..l Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
~. Hortpges/Notes Receivable (Schedule D)
5. Cash/B'" DeposltslHisc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(~)
(5)
(6)
(7)
702.500.00
360.075.44
.00
.00
183.664.90
.00
541902.80
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Hisc. Expanses (Schedule H)
10. Dabts/Mortpge Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tu: Return
13. Charitable/Gover~ental Bequests; Non-elected 9113 Trusts
l~. Net Value of Estate Subject to Tax
(9)
(10)
121690.00
143.55
(11)
(12)
(13)
(1~)
(Schedule J)
NOTE:
.00 X
.00 X
.00 X
.00 X
AttOUNT PAID
DATE
NUHBER
INTEREST/PEN PAID (-)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED I SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your Bccountl
sub.it the upper portion
of this for. with your
tax pay.-nt.
113011143.14
1?833 Iili
112881309.59
112881309.59
.00
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
(19)=
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $11 NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)