HomeMy WebLinkAbout10-23-06
10-17-2006
BROWN
06-11-2006
21 06-0533
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 -to RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GERTRUDE L FILE NO. 21 06-0533 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.' ,.NGT;r~EOF'l,.~ERITANCE TAX
APPRAI5EHENTr' ALLOWANCE OR DISALLOWANCE
OFPEDVCTIONSAND ASSESSMENT OF TAX
..,
I
..
": q#t'" E
, ESTATE OF
DATE OF DEATH
"FILE NUMBER
COUNTY
ACN
JAMES D BOGAR
BOGAR 8 HIPP LAW
1 W MAIN ST
SHIREMANSTOWN
OFCS
PA 17011
ESTATE OF
BROWN
REV-1547 EX AFP (06-05)
GERTRUDE
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 10-17-2006
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
105,920.77 X 045 = 4,766.43
.00 X 12 = .00
.00 X 15 = .00
(19)= 4,766.43
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
117,291.91
.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)
4,204.80
7.166.34
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
117,291 .91
11 .371 14
105,920.77
.00
105,920.77
. ~".~... K~l.~~t"1 (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-08-2006 CDoo7181 238.32 4,528.11
INTEREST IS CHARGED THROUGH 11-01-2006 TOTAL TAX CREDIT 4,766.43
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. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) .