HomeMy WebLinkAbout10-13-06
10-02-2006
SCHELLER
11-30-2005
21 05-1109
CUMBERLAND
101
APPEAL DATE: 12-01-2006
( 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 4-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELAINE E FILE NO. 21 05-1109 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r' r .N,OT~E.. OF INHERITANCE TAX
H~fJfj~f~B ~'I@~LP~NCE OR DISALLOWANCE
~;~9ficqED':'~ :tq~~ AfilD ASSESSMENT OF TAX
r ~:,_, '......'-,) !:. 'j : _"i, - >: I \
DAVID H STONE
STONE LAFAVER
414 BRIDGE ST
NEW CUMBERLAND
DATE
2D06 OCT /3 Ari": 09ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ESQ
& SHEKLE
CLERI< OF
ORPHA!'J'::; CJURT
Cllf I~'"
lJi'.!i:' , , p;.\
PA 17070
ESTATE OF SCHELLER
-
REV-ls"7 EX AFP (06-05)
ELAINE
E
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 10-02-2006
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. 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:
n.........r. (+T AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-24-2006 CD006378 684.21 13,000.00
08-30-2006 CDOO7160 .00 16,329.17
TOTAL TAX CREDIT 30,013.38
BALANCE OF TAX DUE 13,684.21CR
INTEREST AND PEN. .00
TOTAL DUE 13,684.21CR
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)
138,860.00
6.932.21
.00
.00
63.509.90
.00
191,375.51
(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/Govern.ental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
21,758.51
16.048.64
(11)
(12)
(13)
(14)
(Schedule J)
NOTE:
.00 X
362,870.47 X
.00 X
.00 X
00 =
045 =
12 =
15=
(19)=
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the Upper partie
of this for. with your
tax payment.
400,677.62
37.807 15
362,870.47
.00
362,870.47
.00
16,329.17
.00
.00
16,329.17
.
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. Qj
~F D~~~~~ D~~" I~"~~~~~C!~~,, A~" A T:~~E~!~: !~~) ~"!~~"~~~ft!~ ~f)