HomeMy WebLinkAbout07-15-05COMMDEPARTMENT OF EREVENUE MIA
NOTICE OF INHERITANCE TAX i
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BUREAU OF INDIVIDUI~~~~, ~~ ,,; w o 11J~ l ';" APPRAISEMENT, ALLOWANCE OR DISALLOWANCE .t
INHERITANCE TAX DIVISION ~r-.;-' r ~.~.- OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP C06-OS)
PO BGX 280601 ; y ..._ _ . ~_ ~'.'
HARRISBURG PA 17128-6601 - 2 0 0 5
2G~S JUL 15 Fi~112~ 23
CLERK OF
ORP~#.~N'S ~i~~ 1~T
DALE F T~.J1~+,~Qt,•1
STE 203
35 E HIGH ST
CARLISLE PA 17013
•~ RETAIN_LOWER_PORTION_FOR_YOUR_RECORDS_ F- ___________________
CUT ALONG_THIS_LINE_______________ - --
REV-1547 EX AFP (03-05)DiSALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
ESTATE OF CAPEHART JOAN E FILE N0. 21 05-0113 ACN 101 DATE 07-12-2005
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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)
g. Total Assets
65,608.16 X
(15)
. 00 X
(16)
. 00 X
(17)
.00 X
(ls)
APPROVED DEDUCTIONS AND EXEMPTIONS:
(Schedule H) 9,465.27
9. Funeral Expenses/Adm. Costs/Misc. Expenses
(lU) .00
10 Debts/Mortgage Liabilities/Liens (Schedule I) (11) 9.465.27
.
11 Total Deductions (12) 65,608.16
.
12. Net Value of Tax Return
ests; Nonelected 9113 Trusts (Schedule J) (14)
B .00
6 08.16
65
13. equ
Charitable/Governmental ,
14. Net Value of Estate Subject to Tax
7
~
a
and 19 will
NOTE: If an asses
1tota1~of1ALL returns
pth
e date,
to
assessed
e
that include
ure
1 t fig
DATE 07-12
ESTATE OF CAPEHART JOAN E
DATE OF DEATH 01-24-2005
FILE NUMBER 21 05-0113
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-10-2005
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ref ec
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17, Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
DATE
-)5-200
0
/PEN PAID (-)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1) .DO NOTE: To insure proper
.00 credit to your account,
(2) submit the upper portion
(3) • 00 of this fora with your
(4) . 0 0 tax payment .
(5) 4849.11
(6) .00
(7) 70,224.32
($) 75, 073.43
AMOUNT PAID
118.
00 _ .00
045 - .00
12 = .00
15 .00
. 00
(19)=
TOTAL TAX CREDIT 118.56
BALANCE OF TAX DUE 118.56CR
INTEREST AND PEN. .00
TOTAL DUE 118.56CR
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
AF REFUND.DSEEIREVERSECSIDEAOFATHISEFORM FOR)INSTRUCTIONS.DUE
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601__ __~.
INHERITANCE TAX
EXPLANATION
OF CHANGES
FI
2105-0113
DECEDENTS NAMt Capehart, Joan E.
ACN 101
tEVIEWED BY Daniel Heck
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The specific bequests listed in the WileS~ a been disallowed since no assets subject o
J 1'2 probate are available to fund the bequ
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