HomeMy WebLinkAbout10-13-06
10-09-2006
SCHWAB
01-12-2006
21 06-0057
CUMBERLAND
101
APPEAL DATE: 12-08-2006
( 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
9~!_~~9~~_!~~~_~~~~______~___~!!~!~_~~~!~_~~~!!~~_E~~_Y~~~_~!9~~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DON A FILE NO. 21 06-0057 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-. . ",,'-?r, (~:r~Cf .Qf INHERITANCE TAX
~J<)Mf!itUtEftiEN:it iALLOWANCE OR DISALLOWANCE
._.r cOf' -P'DU~:r~ON$ AND ASSESSMENT OF TAX
; ,- - ,--/- ,'.-
Z005 OCT I 3 Mill: I 0
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
(~LEF:I<\
On'."',"':-'
Ilr'i 'ii.!'; .:
on .
STEPHEN L BLOOM ESQ
2100 LONGS GAP RD
CARLISLE PA 17013
Dfj
it,
ESTATE OF
SCHWAB
REV-1547 EX AFP (06-05)
DON
A
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 10-09-2006
NOTE: 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
799,419.13 X 00 = .00
474,194.29 X 045 = 21,338.74
.00 X 12 = .00
.00 X 15 = .00
(19)= 21,338.74
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
1. 014 .585.20
.00
.00
2.163.97
.00
282,585.19
(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/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
25,720.94
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,299,33.4.36
25.720 94
1,273,613.42
.00
1,273,613.42
TAX CREDITS:
._n .--. . (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-07-2006 CD006536 1,066.94 21,000.00
TOTAL TAX CREDIT 22,066.94
BALANCE OF TAX DUE 728.20CR
INTEREST AND PEN. .00
TOTAL DUE 728.20CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( 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.)