HomeMy WebLinkAbout04-0995
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
C'''_.-'_r'..,.-., - --.
BUREAU OF INDIVIDUAr):rAXES! '
INHERITANCE TAX DIVISIliH~'
PO BOX Z80601
HARRISBURG PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1541 EX AFP 112-D~1
18 11:46
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-21-2005
BAKER
08-16-2004
21 04-0995
CUMBERLAND
101
MARTHA
CLERf{
OPP!-ltJYc' 00i 10-1
. i h f If ~4 'il~) \,.r"\"/~.)l i
J ROBE~~!i\S-tAUFF'ERCA)-W;',
MARKET SQUARE BLDG
1 W MAIN ST
MECHANICSBURG PA 17055
Allount Rellitted
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 .....
RE-V'=UW-EX--AFP-(ol-=!J!'r-..ol-fcE-oF-'iNHERYflN'c!I!-YA'i-X'PPRA"fSEi...rNT~--A[rcrwANCE-ijR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BAKER MARTHA FILE NO. 21 04-0995 ACN 101 DATE 03-21-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
203.908.11
.00
(8)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this forll with your
tax payment.
203.908.11
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental 8equestsi Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
nO)
765.00
.00
(11)
(12)
(13)
(14)
765 00
203.143.11
.00
203.143.11
I~ an assessment was issued previOUSly, lines 14, IS and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AlIOunt of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
.00
203.143.11
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
(19)=
.00
9.141.44
.00
.00
9.141.44
~~ .
TAX CREDITS.
~. .-. ....-..~. . (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-03-2004 CD004577 457.07 9.500.00
TOTAL TAX CREDIT 9.957.07
BALANCE OF TAX DUE 815.63CR
INTEREST AND PEN. .00
TOTAL DUE 815.63CR
IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
BUREAU OF INDIVIDllAi~~AX~~~-~ ': ':C;"E
IMiERITANCE TAX DIVISION ~ '- , l,-: , ;:
PO BOX 28Q601 - - r ,'- l....-..
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1607 EX AFP (03-6S)
2D05 FlAY 16 PM 2: 45
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-25-2005
BAKER
08-16-2004
21 04-0995
CUMBERLAND
101
AIIount _1 ttlld
MARTHA
Ci Pi< 0"
...,....1 i<\ I
ORD'4M!'~ eOl "'KT
01 I""",)
J ROBERTqJAAU~~E~rAfv
MARKET SQUARE BLDG
1 W MAIN ST
MECHANICSBURG PA 7055
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure prop8r cr.dl to your .ccount." sub. it the upper portion of this foNt with your tllX paynent.
CUT ALONG THIS LINE _~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
................................ ...............................................................................
REV-1607 EX AFP (03-05) ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF BAKER ARTHA FILE NO.21 04-0995 ACN 101 DATE 04-25-2005
THIS STATEHENT IS PROVIDED TO AD'ISE OF THE CURRENT STATUS OF THE STATED ACN IN THE HAMED ESTATE. SHOlIN BELOW
IS A SUHHARY OF THE PRINCIPAL TA DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PRD.JECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT O~ RECORD ADJUSTMENT: 03-21-2005
PRINCIPAL TAX DUE, 9,141.44
PAYMENTS (TAX CREDITS):
PAYMENT
DATE
11-03-2004
04-04-2005
RECEIPT
NUMBER
CD00457
REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
457.07
.00
AMOUNT PAID
9,500.00
815.63-
TOTAL TAX CREDIT
9,141.44
~
BALANCE OF TAX DUE
.00
INTEREST AND PEN.
. IF PAID AFTER THIS DATE, S E REVERSE
SIDE FOR CALCULATION OF ADbITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN 1,
NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED S A ncREDIT" ICRI,
YDU HAY BE DUE A REFUND. lEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
TOTAL DUE
.00
.00