HomeMy WebLinkAbout10-13-06
10-09-2006
HERMAN
09-30-2005
21 05-0904
CUMBERLAND
101
APPEAL DATE: 12-08-2006
( See reverse side under Objections)
Amount RemittedL 1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
P~!_~~9~~_!~~~-~~~~------~___~!!~!~_~~~!~_~~~!!~~_E~~_Y~~~_~!~~~P~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CORNELIA H FILE NO. 21 05-0904 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~f-('r,yy-NOTlE;~I~ '"It.fHERITANCE TAX
~~,AP'PJiuSEHEH1f?'AlL~ANCE OR DISAllOWANCE
:P.FCDj:DUCTIOHS AND ASSESSMENT OF TAX
f" '::'. ,: ":,~ ; -'u' ',:;_
2006 OCT 13 Mlll: I O::~:TE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
("Len. !/
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JACQUELINE A KELLY ESQ
J L BROWN & ASSOCS
845 SIR THOMAS CT 12
HBG PA 17109
ESTATE OF
HERMAN
'*
REV-1547 EX AFP (06-05)
CORNELIA
H
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 10-09-2006
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
TA CR DITS:
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)
120,000.00
235.047.72
.00
.00
13.329.59
.00
11,992.24
(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
14. Net Value of Estate Subject to Tax
32,659.16
(9)
ClO)
2.673.34
Cll)
Cl2)
Cl3)
Cl4)
(Schedule J)
NOTE:
.00 X
345,037.05 X
.00 X
.00 X
00 =
045 =
12 =
15 =
Cl9)=
DATE
12-24-2005
+
INTEREST/PEN PAID (-)
776.33
NUMBER
CD006147
AMOUNT PAID
15,000.00
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
sub.it the Upper portion
of this for. with your
tax paY_nt.
380,369.55
35.332 50
345,037.05
.00
345,037.05
.00
15,526.67
.00
.00
15,526.67
15,776.33
249.66CR
.00
249.66CR
( 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.)