HomeMy WebLinkAbout09-22-06
09-25-2006
HERSHEY
02-20-2006
21 06-0429
CUMBERLAND
101
APPEAL DATE: 11-24-2006
( 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
9~!_~~9~~_!~~~_~~~~______~___~~!!!~_~9~~~_~g~!!g~_~g~_!g~~_~!9g~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN 0 FILE NO. 21 06-0429 ACN 101 DATE 09-25-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
pccrwt:!NarIt".foi f....ERITANCE TAX
"~RAtsU~"f.;,',Au..OWANCE OR DISALLOWANCE
",Of'PEDUCTIONS'.ANo ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
Zone ~r.D ?? "".;
UuU ......,1_1 '- '- n I
9: SlATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
P/'I COUNTY
ACN
,-... -.~-
L-}i--<(' ,
C'"
I'
,..
THOMAS J AHRENS
5521 CARLISLE PIKE
MECHANICSBURG PA 17050
ESTATE OF
HERSHEY
'*
J
REV-1547 EX AFP (06-05)
JOHN
o
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ 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
174,159.85 X 045 = 7,837.19
.00 X 12 = .00
.00 X 15 = .00
(19)= 7,837.19
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)
.00
.00
.00
.00
.00
.00
296,262.21
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
llO)
14,962.70
3.019.00
(11)
(12)
ll3)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
296,262.21
17.981 70
278,280.51
104,120.66
174,159.85
............. . l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-17-2006 CD006716 52.63 1,000.00
PAYMENT MUST BE MADE BY 11-20-2006~. TOTAL TAX CREDIT 1,052.63
BALANCE OF TAX DUE 6,784.56
INTEREST AND PEN. .00
TOTAL DUE . 6,784.56
. 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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
, .
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
REVIEWED BY
ACN
2106-0429
101
John O. Hershey
Bill Lyons
SCHEDULE ITEM
NO.
EXPLANATION OF CHANGES
The life estate is taxed at the lineal rate, with the remainder interest to charity.
ROW
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