HomeMy WebLinkAbout07-15-05BUREAU OF INDIVIDUAt 'Fa1`kES ti' ~`~
INHERITANCE TAX OIVISI01'~ ~ ~ -`~ ` ' ~ i
PO BOX 280601
HARRISBURG PA 17128-0601
COMMDEPARTMENT OF EREVENUE NIA
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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MARKET SQ BLDG
1 W MAIN ST
MECHANICSBURG PA 17055
REV-1547 EX AFP C06-OS)
DATE 07-18-2005
ESTATE OF NEILES ADELENE M
DATE OF DEATH 01-29-2005
FILE NUMBER 21 05-0155
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-16-2005
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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CUT ALONG_THIS_LINE__ --1 RETAIN LOWER PORTION FOR YOUR RECOR ___
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REV-1547 EX AFP (03-05~DISALLOWANCENOFRDEDUCTIONS ANDRASSESSMENTAOFOTAXCE OR
ESTATE OF NEILES ADELENE M FILE N0. 21 05-0155 ACN 101 DATE 07-18-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVCK,e
APPRAISED VALUE OF RETURN SASED 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
(1) 115,000.00 NOTE: To insure proper
(2) .00 credit to your account,
submit the upper portion
(3) .00 of this fora with your
( 4 ) . 0 0 tax payment .
(5) 1 ~ 480 .46
(6) 31.036.40
(7) .00
($) 147,516.86
APPROVED DEDUCTIONS AND EXEMPTIONS: 15,416.17
9. Funeral Expenses/Ade. Costs/Misc. Expenses (Schedule H) (lU) .0 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) (11) 15.416._17
11. Total Deductions (12) 132, 100.69
12, Net Value of Tax Return .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (14) 132,100.69
14. Net Value of Estate Subject to Tax
NOTE: If lectsfigurestthat includeptheltotal~of1ALL returnsaassessed~to7date,and 19 will
ref
ASSESSMENT OF TAX: .00 X 00 = .00
(15)
15. Amount of Line 14 at Spousal rate 132,100.69 X 045 . 5, 944.53
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ,00 X 12 -_ .00
(17) . 00
17. Amount of Line 14 at Sibling rate ,00 X 15
18. Amount of Line 14 taxable at Collateral/Class B rate (18) (19)= 5,g 44.53
19. Principal Tax Due
TAX CREDITS• + AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID ( - ) 5 , 6 0 0 . 0 0
04-05-2005 CD005166 294'74 64.53
04-27-2005 CD005254 2'49
TOTAL TAX CREDIT 5,961.76
BALANCE OF TAX DUE 17.23CR
INTEREST AND PEN. .00
TOTAL DUE 17.23CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)