HomeMy WebLinkAbout05-27-05
BUREAU OF INDIVIDUAL TAkeS'"'
INlERITANCE TAX DIYISJDHm
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSIlENT OF TAX
Y 27 PH i2: 36
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-30-2005
YOHE
12-29-2004
21 05-0075
CUMBERLAND
101
C' '0'/ ("-
Lthl\ ,);(-
ORP!{4i~;S COURT
ANDREW 6L~IiEE0LV
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055
*
REY-1547 EX AFP (03-05)
KATHRYN
R
A.ount R..itted
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 ...
1tr:v-~~"Yf.m.'rft~'1I!'.'MtJft'l!C.b'1!'.!wtAW4M!!'.m."WA"TftMMT~.YC[W4M!!'.aJr.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF YOHE KATHRYN R FILE NO. 21 05-0075 ACN 101 DATE 05-30-2005
TAX ReTURN WAS: (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 total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.aunt of Line 14 at Spousal rat. (15)
16. Amount of Line 14 taxable at Lineal/Class A rat. (16)
17. AllDUnt of Line 14 at SibUng rata 117l
18. A.ount of Line 14 taxable at Collateral/Class 8 rat. (18)
19. Principal Tax Due
D S.
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. Stocks and Bonds (Schedul. 8)
3. Closely Held Stock/Partnership Interest (Schedule Cl
4. Mortgages/Notes Receivable (Schedule 0)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule El
6. Jointly Ownod Property (Schedul. F)
7. Transfers (Schedule G)
8. Total Assets
11)
(2)
(3)
(4)
(5)
(6)
(7l
.00
.00
.00
.00
31.871. 21
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExPehses/Adm. Costs/Misc. Expenses (Schedule Hl
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental BequestSj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
110)
4,635.00
20.836.60
llIl
112)
113)
114)
NOTE:
.00
6,399.61
.00
.00
x 00 =
X 045 =
X 12 =
X 15 =
ANOUNT PAID
DATe
IIUHBeR
INTEREST/PEH PAID (-)
_~ PAYMENT MUST BE MADE BY 09-29-2005~.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATe INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
creeli t to your account I
s~it the upper portion
of this for. with your
tll}( pay-.nt.
31,871.21
?1i.471 60
6,399.61
.00
6,399.61
119)=
.00
287.98
.00
.00
287.98
.00
287.98
.00
287.98
IF TOTAL DUE IS LESS THAN 01, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.)