HomeMy WebLinkAbout08-28-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r'?Y'T;'T' f,4bif1[~Of"1:NHERITANCE TAX
~ ~PPRAtSE"EN'r; A~LOWANCE OR DISALLOWANCE
OF DEDUCtIONS AND ASSESSMENT OF TAX
08-21-2006
SIMMONS
10-08-2005
21 05-0955
CUMBERLAND
101
APPEAL DATE: 10-20-2006
(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
ROSEMARY D FILE NO. 21 05-0955 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
;....7
. ,; .
DAVID H RADCLIFF ESQ
RADCLIFF LAW OFFICE
20 ERFORD RD STE 200
LEMOYNE PA 17043
ESTATE OF
SIMMONS
.
j
REV-1547 EX AFP (06-05)
ROSEMARY
D
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 08-21-2006
) CHANGED
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
721.519.40
.00
.00
332.550.69
.00
.00
(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 Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
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
NOTE:
102,081.19
8.146.98
(11)
(12)
(13)
(14)
(9)
(10)
.00 X
.00 X
.00 X
943,841.92 X
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,054,070.09
110.228 17
943,841.92
.00
943,841.92
00 =
045 =
12 =
15 =
.00
.00
.00
141,576.29
141,576.29
(19)=
TAX CREDITS:
l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01 06-2006 CD006185 6,842.11 130,000.00
07-07-2006 CD006937 .00 4,734.39
TOTAL TAX CREDIT 141,576.50
BALANCE OF TAX DUE .21CR
INTEREST AND PEN. .00
TOTAL DUE .21CR
. 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.)