HomeMy WebLinkAbout10-23-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:-~--'{~r-,::~NOTt~f:O~~lNHERITANCE TAX
- -~ AflPRAI$EHENT ,"ALLOWANCE OR DISALLOWANCE
'OF DEDUCTIONS AND ASSESSMENT OF TAX
\ 2 DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-17-2006
CLARKE
04-05-2006
21 06-0352
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~!_~k9~~_!~~~_k~~~______~___~~!!!~_~Q~~~_~Q~!!Q~_~Q~_!Q~~_~~~Q~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CATHERINE W FILE NO. 21 06-0352 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
" ";
(-~ .....
; !: ,'.
LISA MARIE COYNE
COYNE & COYNE
3901 MARKET ST
CAMP HILL
PA 170ll
ESTATE OF
CLARKE
REV-1547 EX AFP (06-05)
CATHERINE W
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 10-17-2006
) CHANGED
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)
161, 000.00
loLoll.69
.00
.00
16.565.29
.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)
21,492.30
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
278,576.98
26.462 50
252,1l4.48
2,000.00
25o,1l4.48
NOTE: If an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of 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:
.00 X 00 = .00
21o,1l4.48 X 045 = 9,455.15
.00 X 12 = .00
40,000.00 X 15 = 6,000.00
(19)= 15,455.15
4.970.20
(11)
(12)
(13)
(14)
,,~~~~. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-05-2006 CDo06926 772.76 14,700.00
10-10-2006 REFUND .00 17.61-
INTEREST IS CHARGED THROUGH 11-01-2006 TOTAL TAX CREDIT 15,455.15
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE .00
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. l:'~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE U
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)