HomeMy WebLinkAbout03-27-06COMNONMEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDU~;4 ~~ Tj'~ i~~ ~'~ NOTICE OF INHERITANCE TAX
+xl~.~~i~f.~ i,h~ ~.r ~ 's APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INFERITANCE TAx DIVISION,-,r~., T . ,-ti OF DEDUCTIONS AND ASSESSMENT OF TAX
PO SOX 260601 r °;-
HARRIS6UR6 PA 17126-0601 ~ ~~ REV-1547 EX AFP C06-OS]
~~~~ ~Fr:xi ~~ ~ ~, ~~ DATE 03-27-2006
ESTATE OF DEVERS DOROTHY A
DATE OF DEATH 04-15-2005
~~-~ ~~ FILE. NUMBER 21 05-0439
~~ ~ ~~~~~ COUNTY CUMBERLAND
GREGORY (,1~~~I~t;~ ~"1.. €~+~ ACN 101
KERWIN & KERWIN APPEAL DATE: 05-26-2006
4245 RTE 209 (See reverse side under Objections)
ELIZABETHVILLE PA 17023 Asount Rssitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~--~
REV-1547 EX AFP t03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND. ASSESSMENT OF TAX
ESTATE OF DEVERS DOROTHY A FILE N0. 21 05-0439 ACN 101 DATE 03-27-2006
TAX RETURN WAS: (X) ACCEPTED AS FILED.. ( )CHANGED
RESERVATION CONCERNING FUTURE INTEREST.- SEE REVER8E
APPRAISED VAWE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Este#e (Schedule A) (1) 105,261.00 NDTEs To insure proper
2. Stocks and-Bonds (Sahedula B) (2Y .00 -credi4 to your account,
3. Closely l(~ld-Stock/Partnership In#srast (Schedule C) (3) ,00 submit the-upper portion
of this fora Muth your
4. Mortgages/Notss Receivable (ScMduL D) (4l .00 tax pdywent.
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 2~8 00.00
6. Jointly OMnad Proper#y (Schedule F) (6) 17,097.55
7. Transfers (Schedule Gy (7) .00
8, Totsl .Assets (g) 125,158.55
APPROVED DEDUCT30N$ AND EXEMPTIONS:
9. Funeral Expanses/Ads. Costs/Misc. Expanses (Schedule H) (9) 10,895.93
10. Debts/Mortgage Liabilities/Liens (Schedule I) (101 2.z18,,,,j 0
11. Total Deductions (11) 13.114.03
12. Nat V~lw of Tax Return (12) 112,044.52
13. Charitable/Govarnaental Bagws#s; Non-elected 9113 Trus#s (Schedule. J) (13) .,•D0
14. Ne# Valw of Estate Subiect to Tax (14) 112,.044..52
NOTE: =~-an assas~ent Was issued previously, lines 14, 15 ardor ib, lT, 18 and 19 rr11
refl~t 'figures that include the total of Aly, ret urns assessed' #o date..
ASSESSMENT'0~ tAX:
15. Aaount of Line 14 at Spousal rate (15) •00 X 00 = .00
16. A~otnt of'Line 14 taxable at Lineal/Class A rate (16) • 00. X 045 . .00
17. Aao~a~t of Lino 14 at Sibling rate (17) • 00 X 12 . 00
18. A~oullt of LYrn1 14 taxable a# Collateral/Class B rates (18) 112,044.52 X 15 16,806.68
19. Principgl Tax Dw (19)= 16,806.68
TAY f!QOt~1TT4s
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
07- - 0
07-11-2005 005 35
CD005548 7 9.47
50.86 15,00 .00
2,400.00
TOTAL TAX CREDIT 18,240.33
BALANCE OF, TAX DUE 1,433.65CR
INTEREST ANn PEN. .00
TOTAL DUE 1,433.65CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A °CREDIT" (CR), YOU-NAY 8E OUE i
A REFUND. SEE REVERSE SIDE OF TNIS FORM FOR INBTRUCTIONS.)