HomeMy WebLinkAbout08-18-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOT"~J: ~ ~ERITANCE TAX
F~W=A:C~E~::A~~~::CE
08-14-2006
WARNER
03-04-2006
21 06-0251
CUMBERLAND
101
APPEAL DATE: 10-13-2006
( See reverse side under Objections)
Mount R_i1:t.d I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT H~USE
CARLISLE, PA 17013
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS ....
REV: iii,- EirAFii (03: oi3 - NOTicE-oF - iiilERiTANCE- TAir A;PiAiiEMENT: - ALLOWANCE- OR - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PAULINE R FILE NO. 21 06-0251 ACN 101
~~1 \\: 4~:~:TE OF
DATE OF DEATH
FILE NUMBER
COUNTY
-- 'J,\ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 210601
HARRISBURG PA 17121-0601
7.U~S ~\UG \ 8
WILLIAM H LOESCHER JR ATTr'
STE 206 v'
1653 THE FAIRWAY
JENKINTOWN
PA 19046
ESTATE OF WARNER
tI
*'
REV-1S47 EX AFP (06-05)
PAULINE
R
DATE 08-14-2006
I~ an a.......nt was i..U.d pr.viou.lY, lin.. 1~, 15 and'or 16, 17, 18 and 19 will
r~l.ct ~igur.. that includ. the total ~ 6.bL. return. .......d to dat..
ASSESSMENT OF TAX:
15. ~t of Line 14 at Spousal rat. (15)
16. ~t of Line 14 taxabla at Llnaal/Cla.s A rat. (16)
17. ~t of Line 14 at Sibling rat. (17)
18. ~t of Line 14 taxabl. at Collat.ral/Cla.s Brat. (18)
19. Principal Tax Dua
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. ._1 Estat. ($chedula A)
2. Stocks"" Bond. ($chedul. B)
3. Closaly Mald stock/Partnership Int.ra.t ($chedul. C)
4. Itort.......lNot.s Recelvabl. ($chedul. D)
S. CashlBank Dapo.lbIMlsc. P.r.onal Proparty (Schadul. E)
6. Jointly Ownad Proparty ($chedul. F)
7. Tran.far. ($chedul. 8)
8. Total Assat.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funaral Expansa./AdII. eo.tsIMlsc. Expansa. ($chedul. H)
10. Dabt.lMortgaga Llabllltl../Llans ($chedul. I)
11. Total Daductlons
12. Mat Valua of Tax R.turn
13. Charltablal80v.~tal Baqua.t.; Non-.l.ctad 9113 Tru.ts
14. Mat Valua of E.tat. Subjact to Tax
NOTE:
....ER
CD006767
CD006862
INTEREST/PEN PAID (-)
1,8 4.74
.00
DATE
05-31-2006
06-21-2006
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
255.000.00
262.746.00
.00
.00
NOTE: To Insura propar
cradlt to your account,
__It tha uppar portlon
of thl. fora with your
tax payMnt.
876,119.00
0.708 00
866,411.00
.00
866,411.00
00 =
045 =
12 =
15 =
.00
38,988.00
.00
.00
38,988.00
56.317.00
19.328.00
282.728.00
(8)
(9)
(10)
9,076.00
632.00
(11)
(12)
(13)
(14)
(19)=
38.987.74
.26
.00
.26
. IF PAID AFTER DATE DlJICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN n. NO PAYHENT IS REflUIRED.
IF TOTAL DUE IS REFLECTED AS A "CRED~T" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
($chedul. J)
.00 X
866.411.00 X
.00 X
.00 X
AMOUNT PAID
36.000.00
1,093.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE