HomeMy WebLinkAbout10-23-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ ~ '. ~.,ri::'('lilDTI.tE OF INHERITANCE TAX
C'.::":'" ),:r.:~~RA:rsetlEtfT. ALLOWANCE OR DISALLOWANCE
, " ." OF D~DuCrIONS AND ASSESSHENT OF TAX
10-23-2006
ONEILL
06-19-2006
21 06-0622
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
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ROBERT C FILE NO. 21 06-0622 ACN 101 DATE 10-23-2006
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
PD BDX Z80601
HARRISBURG PA 171Z8-0601
7D0i;
....~ -' ,,'
'~I '''"'':"
,)
r \'i: \ lir
\ . ;,
THOMAS E FLOWER
SAlOIS ETAL
2109 MARKET ST
CAMP HILL
PA 17011
ESTATE OF
ONEILL
*'
REV-1547 EX AFP (06-05)
ROBERT
C
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/Pertnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. 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
167.422.32
.00
.00
.00
209.132.36
142.757.24
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdD. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsi 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
r~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
CEDI S:
NOTE:
T
DATE
+
INTEREST/PEN PAID (-)
NUttBER
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
.00
(11)
(12)
(13)
(14)
351.889.60 X
.00 X
.00 X
.00 X
AHOUNT PAID
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.
519.311.92
00
519.311.92
167.422.32
351.889.60
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
(19)=
.00
.00
.00
.00
IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR). YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH 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
REVIEWED BY
SCHEDULE
Robert C. O'Neill
Bill Lyons
ITEM
NO.
EXPLANATION OF CHANGES
The estate is deferring the tax on the trust.
ROW
FILE NUMBER
ACN
2106-0622
101
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