HomeMy WebLinkAbout10-13-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
RECCRDE~~@FaNHERITANCE TAX
,-A~PR"'I.sEI1l"l; ~.~ ALJ.OWANCE OR DISALLOWANCE
i-<tl.OfDEDUClIoHs_.AND ASSESSHENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX Z806Dl
HARRISBURG PA 171Z8-0601
Z006 OCT 13 AM II: 09 DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-17-2006
DERMODY
03-16-2005
21 05-0356
CUMBERLAND
101
APPEAL DATE: 12-16-2006
( 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
DOROTHY A FILE NO. 21 05-0356 ACN 101 DATE 10-17-2006
TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
JOHN H BROUJOS ESQ
BROUJOS & GILROY
4 N HANOVER ST
CARLISLE
CLERK OF
ORPLj/',,!':::: ('nURT
11,'''"-',,\ v \J'J
Cll~,:F--' 'r" n\
/1.. . r'H
PA 17013
ESTATE OF
DERMODY
REY-1547 EX AFP (06-05)
DOROTHY
A
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. 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
40.236.00
33.00
.00
4.184.00
13.095.00
10.000.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage 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
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
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:
(9)
(10)
9.823.00
1.970.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
67.548.00
(11)
(12)
(13)
(14)
11 .793 00
55,755.00
.00
55,755.00
36,330.00 X 00 =
19,425.00 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
874.12
.00
.00
874.12
~...~n. ..~-~.. . l+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
06-12-2006 CD006829 .00 501. 00
INTEREST IS CHARGED THROUGH 11-01-2006 TOTAL TAX CREDIT 501. 00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 373.12
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 39.32
TOTAL DUE 412.44
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. C!I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE 1>
A REFUND. SEE REVERSE SIDE OF THIS FORH 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
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
ACN
2105-0356
101
Dorothy A. Dermody
Sheila Megonnell
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
F 1 th ru
3
Jointly-Owned Accounts are taxable outright to the beneficiary before determining
residue.
H B-3
The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
ROW
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