HomeMy WebLinkAbout05-27-05
BUREAU OF INDIVIDUALn.llES
INHERITANCE TAX DIYISIO"
PO BDX za0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAll
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
ZDDS ~i!\Y 27 F1112: 36
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-30-2005
ARMENTROUT
12-25-2004
21 05-0013
CUMBERLAND
101
CLERr< OF
ORPH/\~rS COtJRT
01 i~-,r'..,""-. 'i ,.-'.
THOMAS \.4-JAHRENS
AHRENS LAW OFFICES
5521 CARLISLE PIKE
MECHANICSBURG PA 17050
*
REY-1547 EX AFP (03-05)
LOY
C
haunt R..itt.d
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 ...
lllV-"Mll,."tt.'lIW.m'!'ll!'.'lftlt\'l!!.!l1!".!MftllWlMM.m.l'll\flll"fftMM1'~.'X'CtWlMM.8W'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ARMENTROUT LOY C FILE NO. 21 05-0013 ACN 101 DATE 05-30-2005
TAX RETURN liAS: I X I ACCEPTED AS FILED
I CHANGED
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect figures that include the total ~ abb returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line l~ at Spousal rat. (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. AlIOUnt of Line 14 at Sibling ....t. (17)
18. ABOUnt of Line 14 taxable at Collateral/Class B rate (18)
19. Principel Tax Due
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estat. (Schedule Al
2. Stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest (Schedule Cl
4. Hort~ges/Not.s Receivable (Schedule D)
5. CashlBank Deposits/Hisc. Parsonal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Tr..,sfers (Schedule G)
8. Total Assets
III
121
131
I'll
151
161
171
.00
.00
.00
.00
111.228.08
.00
193.540.00
IBI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExpenseslA~. CostslHlsc. Expenses (Schedule H)
10. Debts/Kortgage Liabilities/Liens (Schedule I)
11. Tot.l Deductions
12. Net Value of Tax Return
13. Charit8ble/Gover~ental 8equestsj Non-elected 9113 Trusts (Schedule J)
14. Net V.l.... of Estate Subiect to Tax
191
1101
7,478.38
4.222.08
1111
1121
1131
1141
NOTE:
.00
.00
4,500.00
288,567.62
X 00 =
X 045 =
X 12 =
X 15 =
1191=
NOTE: To insure proper
credit to your accountl
sublli t the upper portion
of this fonm with your
tax pa~nt.
304,768.08
11.700 46
293,067.62
.00
293,067.62
.00
.00
540.00
43,285.14
43,825.14
rAX CREDIT!!:'
rft",.n. I+J AHDUNT PAID
DATE NUHBER INTEREST/PEN PAID I-I
03-02-2005 CD005021 2,191.26 41,633.88
TOTAL TAX CREDIT 43,825.14
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 PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS.I