HomeMy WebLinkAbout10-13-06
10-17-2006
BARTOO
01-05-2006
21 06-0800
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
9~!_~~9~~_!~~~_~~~~______~___~~!!!~_~9~~~_~9~!!9~_~9~_!9~~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DONALD W FILE NO. 21 06-0800 ACN 101 DATE 10-17-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"" rr:CD..clr,..,NP.RCf~F"':J:NHERITANCE TAX
Ht:I,~'1SEisjrN;rY-ALLOWANCE OR DISALLOWANCE
!r:(:Gf'P~uc:rION$~AND ASSESSMENT OF TAX
, ;_,.},'._' _.'1
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
CATHY BARTOO
240 W SIMPSON ST
MECHANICSBURG
2005 OCT 13 At; \ \ ~ 09 DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
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vLLI \; 'j' .....
nR''''H ~\I'~' r-(",\ p,
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PA 17055
ESTATE OF
BARTOO
'*
REV-1547 EX AFP (06-05)
DONALD
W
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:
IS. Amount of Line 14 at Spousal rate (IS)
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 C 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)
S. 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)
(S)
(6)
(7)
29,915.00
.00
.00
.00
1.300.00
.00
.00
(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)
3,090.00
.00
(11)
(12)
(13)
(14)
NOTE:
.00 X
.00 X
28,125.00 X
.00 X
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
2,665.20
DATE
09-13-2006
NUMBER
CD007196
INTEREST IS CHARGED THROUGH 11-01-2006
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
31.215.00
3.090 00
28,125.00
.00
28,125.00
00 =
045 =
12 =
15 =
.00
.00
3,375.00
.00
3,375.00
(19)=
2,665.20
709.80
3.68
713.48
. 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 HAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
It
REV." 70 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
Bartoo, Donald W.
FILE NUMBER
Daniel Heck
ACN
2106-0800
101
REVIEWED BY
ITEM
SCHEDULE NO.
A 1
EXPLANATION OF CHANGES
The value of the real estate is increased from $24,000.00 to $29,915.00 as the result of
using 112 of the assessed value submitted with the return. Assessed value $58,230.00 + 2 =
$29,915.00.
ROW
Page 1