HomeMy WebLinkAbout08-28-06
08-21-2006
TAYS
03-15-2006
21 06-0274
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 +-
REY:is47-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-AiiowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BENNY E FILE NO. 21 06-0274 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
p::('nlJ!'rrn '~rCi("[ ,tt)TICE OF INHERITANCE TAX
~ ').. j " ':APPitAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
2rrs rr:!C ?_;::~ Li
; 1): 07
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
1- 1"
0. ~ '
RONALD E JOHNSON ESQ
ANDREWS & JOHNSON
78 W POMFRET ST
CARLISLE
PA 17013
ESTATE OF
TAYS
'*
j
REV-1547 EX AFP (06-05)
BENNY
E
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
CIS:
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
880.87
.00
.00
21. 485.11
.00
.00
(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 Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
4,463.30
129.00
(11)
(12)
(13)
(14)
NOTE:
.00 X
.00 X
17,473.68 X
300.00 X
+
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
2,141.84
DATE
06-30-2006
NUMBER
CD006910
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. 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.
22,365.98
4.592 30
17,773.68
.00
17,773.68
00 =
045 =
12 =
15 =
.00
.00
2,096.84
45.00
2,141.84
(19)=
2,141.84
.00
.00
.00
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.)