HomeMy WebLinkAbout10-23-06
10-23-2006
SCHLOSNAGLE
11-06-2005
21 05-1115
CUMBERLAND
101
APPEAL DATE: 12-22-2006
( 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~~_!~!~_~!~g______~___~~!~!~_~g~~~_~g~!!9~_f9~_!g~~_~~~g~~~__~____________________
REV-1S47 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ETHEL S FILE NO. 21 05-1115 ACN 101 DATE 10-23-2006
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C"...:~:rIi:~-Of- ,D<<HERITANCE TAX
APPRAISB1EN11,..ALLoWAliCf,OR DISALLOWANCE
OF DEDUCTIONS-AND'~SSESSMENT OF TAX
2,,'"' (, ',-. ,', C")
..DATE
· "tS-rA TE OF
DATE OF DEATH
FILE NUMBER
COUNTY
--ACN
('"'or
ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF
SCHLOSNAGLE
REV-1547 EX AFP (06-05)
ETHEL
S
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
TAX CREDITS:
353,740.52 X 00 = .00
727,576.48 X 045 = 32,740.94
.00 X 12 = .00
.00 X 15 = .00
(19)= 32,740.94
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
988.102.00
.00
.00
.00
100.531.00
34,173.00
(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)
41,489.00
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,122,806.00
41.489 00
1,081,317.00
.00
1,081.317.00
,,~-~.. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-17-2006 CD006214 1,596.22 30,328.26
INTEREST IS CHARGED THROUGH 11-07-2006 TOTAL TAX CREDIT 31,924.48
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 816.46
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 14.58
TOTAL DUE 831.04
. 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)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box. 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
REVIEWED BY
SCHEDULE
ITEM
NO.
K
1
Ethel S. Schlosnagle
Bill Lyons
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
ACN
EXPLANATION OF CHANGES
The value of the trust is reduced by the jointly-owned property.
ROW
2105-1115
101
Page 1