HomeMy WebLinkAbout12-27-05COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL''fAXES `--''. pppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX nlvlsloN OF DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-O51
DATE 12-19-2005
f ~ ~~~ ESTATE OF WEBB WILLIAM B
DATE OF DEATH 04-09-2005
FILE NUMBER 21 05-0419
COUNTY CUMBERLAND
JOANNE f'BOCK ESQ ACN 101
RHOADS & SINON APPEAL DATE: 02-17-2006
PO BOX 1146 (See reverse side under Objections)
HBG PA 17108 Amount Remitted
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 ~
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WEBB WILLIAM B FILE N0. 21 05-0419 ACN 101 DATE 12-19-2005
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 Neld 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) .00 NOTE: To insure proper
(2) 1 , 342 .95 credit to your account,
00 submit the upper portion
(3) of this form with your
(4) .00 tax payment.
(5) .00
(6) .00
(7) 18,932.90
($) 20,275.85
APPROVED DEDUCTIONS AND EXEMPTIONS: 13,366.60
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 13.366.60
12. Net Value of Tax Return (1P) 6,909.25
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14 Net Value of Estate Subject to Tax (14) 6,909.25
.
NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 6,909.25 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) • 00 X 045 . . 00
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 .00
19.
TwV AA Principal Tax Due
C•fTTG.. (19). .00
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-12-2005 a CD005892 .00 112.50
TOTAL TAX CREDIT 112.50
BALANCE OF TAX DUE 112.50CR
INTEREST AND PEN. .00
TOTAL DUE 112.50CR n y
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED. ~(JIr
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.)
REV-1470 EY. (6-88)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Webb, William B.
REVIEWED BY
Kathy Leo
SCHEDULE INO.
INHERITANCE TAX
EXPLANATION
OF CHANGES
ILE NUMBER
EXPLANATION OF CHANGES
2105-0419
101
.1 1 The specific bequests listed in the Will have been disallowed since no assets subject to
probate are available to fund the bequests.
ROW
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