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HomeMy WebLinkAbout05-20-05 BUREAU OF INDIVI~fAil~s' INHERITANCE TAX DIVISI~~ ~ PO BOX 280601 HARRISBURG PA 17128-0601' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE DF DEDUCTIONS AND ASSESSHENT DF TAX ZOGS ~lAY 20 Pi'112: 39 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-23-2005 MOVER 12-30-1998 21 05-0241 CUMBERLAND 101 AltOUnt R..ltiad CLERr\ OF ORPHIWS COURT KEITH JC~J!\lWUSE' ", 'f) 816 CENTER ST ASHLAND PA 17921 *' REY-1547 EX AFP (03-05) KEITH R 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 ~ lt~r-"M.r:"Yf.m.'l"ft!'ll!'.'lMm!I!.'W.!wtAWIM.T.m.lWltlTftMMr~.'lrCtWIM.T.lITr.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MOVER KEITH R FILE NO. 21 05-0241 ACN 101 DATE 05-23-2005 TAX RETURN WAS: I X I ACCEPTED AS FILED CHANGED I~ an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will r~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: IS. AMount of Line 14 at Spousal rat. (15) 16. '-aunt of Line 14 taxable at Lineal/Class A rat. (16) 17. AMount of line 14 at Sibling rat. (17) 18. Amount of Lin. 14 taxable at Coll.teral/Class Brat. (18J 19. Principal Tax Due TAX CREDITS' 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 CJ 4. Mortgages/Notes Raceiv.ble (Schedule D) S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. .Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets III 121 131 141 151 161 171 20,055.60 .00 .00 .00 .00 .00 .00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Hortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Est.t. Subiect to Tex .00 .00 1111 1121 1131 1141 NOTE: 20,055.60 X 00 = .00 X 06 = .00 X 00 = .00 X 15 = NOTE: To insure proper credit to your accountl sub.it the upper portion of this for. with your tax PlQllent. 20,055.60 00 20,055.60 .00 20,055.60 1191= .00 .00 .00 .00 .00 . "J AHOUNT PAID DATE NUHBER INTEREST/PEN PAID I-I TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS. I