HomeMy WebLinkAbout10-13-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'::)j:0(\[""-" ~!iKiE 8f INHERITANCE TAX
! Ic"\...AA~tSiHEM:r!; 1",l(lOWANCE OR DISAllOWANCE
V:('CqYlJEDUCr,:l:ONS AND ASSESSMENT OF TAX
. ,i..., , . '.,', j
10-17-2006
DORRELL
03-30-2006
21 06-0728
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 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
HARRIET K FILE NO. 21 06-0728 ACN 101 DATE 10-17-2006
TAX RETURN WAS: ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
200& OCT 13 AM II: 09
HILLARY A DEAN
MARTSON ETAL
10 E HIGH ST
CARLISLE
ESQ
Clce'!
LL-: -It,
ORPU''.c..I'::; r....nIJ[)T
I {I.;.........: '..j ,-' ',/1,>--,'"' I I
GU!f' .... ("; PA
PA 17013
ESTATE OF
DORRELL
'*
REV-1547 EX AFP (06-05)
HARRIET
K
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
.00
.00
.00
.00
2.187.50
516,954.41
(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
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
NOTE:
4,119.00
254.82
(11)
(12)
(13)
(14)
(9)
UO)
513,674.34 X
1.093.75 X
.00 X
.00 X
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
519,141.91
4.373 82
514,768.09
.00
514,768.09
00 =
045 =
12 =
15 =
.00
49.22
.00
.00
49.22
(19)=
TAX CREDITS:
.--. . l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 12-30-2006~. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 49.22
INTEREST AND PEN. .00
TOTAL DUE 49.22
. 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.)
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
DECEDENTS NAME
FILE NUMBER
REVIEWED BY
ACN
2106-0728
101
Dorrell, Harriet K.
H McClintock
ITEM
SCHEDULE NO.
F
EXPLANATION OF CHANGES
Probate estate is insolvent. Jointly held assets are taxable to the survivors and are
considered non probate property. No deductions can be claimed against joint property as
it was not the responsibility of the survivors to pay the debts.
ROW
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