HomeMy WebLinkAbout08-18-06
08-14-2006
JEFFERIES
03-22-2006
21 06-0313
CUMBERLAND
101
APPEAL DATE: 10-13-2006
( See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARIAN L FILE NO. 21 06-0313 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,', -""Tm OF INHERITANCE TAX
r:::::y\D\'!!A.,.~AISEftENt, AllOWANCE OR DISAllOWANCE
, ,. .' - OFDEDUCTXONS AND ASSESSMENT OF TAX
," 1 - t '~,;
, t 1;: t\ 2
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PATRICIA R BROWN ES~,
SALZMANN HUGHES
354 ALEXANDER SPRNG R
CARLISLE PA 17013
ESTATE OF
JEFFERIES
'*
J
REV-1547 EX AFP (06-05)
MARIAN
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 08-14-2006
) CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of line 14 at Spousal rate (15)
16. Amount of line 14 taxable at lineal/Class A rate (16)
17. Amount of line 14 at Sibling rate (17)
18. Amount of line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
.00 X 00 = .00
159,308.01 X 045 = 7,168.86
.00 X 12 = .00
.00 X 15 = .00
(19)= 7,168.86
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage liabilities/liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
.00
81.125.53
.00
.00
14.170.00
9,632.01
62,673.10
(8)
7,047.90
1.244.73
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax pay.ent.
167,600.64
8.292 63
159,308.01
.00
159,308.01
.
IU:"C.l.r ,+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-19-2006 CD006848 358.44 6,810.42
TOTAL TAX CREDIT 7,168.86
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS lESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)