HomeMy WebLinkAbout08-28-06
08-21-2006
RITTER
10-05-2005
21 05-0963
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
9Y!_~~9~~_!~!~-~!~~------~---~~!~!~_~9~~~_f9~!!9~_E9~_Y9Y~_~~~9~P~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ALICE V FILE NO. 21 05-0963 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
to. :-,--~ -.. NOTICE OF INHERITANCE TAX
'APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
7
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
STANLEY A SMITH
RHOADS & SINON
PO BOX 1146
HBG
ESQ
PA 17108
ESTATE OF
RITTER
/
REV-1547 EX AFP (06-05)
ALICE
V
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 08-21-2006
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. A_ount of Line 14 at Spousal rate (15)
16. A_ount of Line 14 taxable at Lineal/Class A rate (16)
17. A_ount of Line 14 at Sibling rate (17)
18. A_ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDIT~:
. ..-... ..~~ ... (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-05-2006 CD006179 6,947.37 132,000.00
06-29-2006 CD006907 .00 13,755.69
TOTAL TAX CREDIT 152,703.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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)
220,000.00
.00
.00
.00
110.50
32.791. 20
3,210,945.23
(8)
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 Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
lID)
60,337.74
10.107.75
(11)
1I2)
(13)
1I4)
NOTE:
.00 X
3,393,401.44 X
.00 X
.00 X
00 =
045 =
12 =
15 =
1I9)=
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
sub_it the upper portion
of this for_ with your
tax pay_ent.
3,463,846.93
70.445 49
3,393,401.44
.00
3,393,401.44
.00
152,703.06
.00
.00
152,703.06
( 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.)