HomeMy WebLinkAbout06-07-05
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'-_._-:----,;- ,"'.:-'
NOTICE OF INHERITANCE TAX
AP~AISEHEHT, ALLOWANCE OR DISALLOWANCE
of DEDUCTIONS AND ASSESSHENT DF TAX
BUREAU OF INDIVIDUAL TAXES:'~
INHERITANCE TAX DIVISION
PO BDX 280601
HARRISBURG PA 17128-0601
, [~S
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-07-2005
HARRIS
01-13-2005
21 05-0064
CUMBERLAND
101
Anount R..1ttlld
ORP'-'
(';:' ,--
RODNEY R HARRtS
22 STILES DR
MARYSVILLE PA 17053
*'
REY-1547 EX AFP (03-05)
DORIS
I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HARRIS DORIS I FILE NO. 21 05-0064 ACN 101 DATE 06-07-2005
TAll RETURN WAS: I X) ACCEPTED AS FILED
) CHANGED
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the tatal of Abb returns assessed to date.
ASSESSMENT OF TAX:
15. UCK.rIt of Line 14 at Spousal rate (15)
16. UCK.rIt of Line 14 t.x8ble at Lineal/Class A rate (16)
17. A.ount of Lino l~ .t Sibling rete (17)
18. uount of Line 14 tax8ble at Collateral/Class Brat. (18)
19. Principal Tax Due
I :
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Re.l Estat. (Schedule A)
2. Stocks and Bonds ISchedul. B)
3. Closely Held stock/Partnership Interest (Schedul. C)
4. Hortgages/NOtes Receivable (Schedule D)
5. Cash/BW1k Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Ownod Property ISchedul. F)
7. Transfers (Schedule S)
8. Totel Assets
(1)
(2)
(3)
I~)
IS)
(6)
17J
.00
.00
.00
.00
17.796.50
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdD. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgege Li8bilities/Liens ISchedul. I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GovernR8ntal Bequests; Non-elected 9113 Trusts (Schedule ~)
14. Net V.lue of Estate Subject to Tax
(9)
(10)
3,339.07
.00
Ill)
(12)
(13)
11~)
NOTE:
.00
14,457.43
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
TA
IHTEREST/PEN PAID 1-)
AHOUHT PAID
DATE
NUHBER
PAYMENT MUST BE MADE BY 10-13-2005~.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR CALCULATION OF ADDITIONAL IHTEREST.
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
tax P8Y1181"tt.
17,796.50
~.~~Cj 07
14,457.43
.00
14,457.43
(19)=
.00
650.58
.00
.00
650.58
.00
650.58
.00
650.58
IF TOTAL DUE IS LESS THAN 01, NO PAYHEHT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE ~
A REFUND. SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS.) ~ S