HomeMy WebLinkAbout05-27-05
BUREAU OF INDIVIDUAL JAllE$
INHERITANCE TAX DIVISION -
PO BOX 280601
HARRISBURG PA 11128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
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'{ 27 FN i2: 36
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
05-30-2005
KENT
05-05-2004
21 05-0100
CUMBERLAND
101
Daunt I_I tted
C" q:;/
l-L,,\
ORPLfNI'C; (\0' 'PT
. l. 1 ~\.', v ',J\ '--'I.
RICHARIf:idr'S'iiEI.BAKER~' ,
SNELBAKER & BRENNEMAN
44 W MAIN ST
MECHANICSBURG PA 17055
'*
REV-lS47 EX AFP (03-05)
DUANE
P
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 ~
J1n.-"MI:,."tf.~.'l'lf!~1.'tllt\'I!I!.!II!".!NIl'tI'rt'4M!r.mr.lWJ1lTftI'tWt':.'lrCt!l\I'4M!r.D'ft'.............. ...
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KENT DUANE P FILE NO. 21 05-0100 ACN 101 DATE 05-30-2005
TAX RETURN WAS: (X I ACCEPTED AS FILED
I CHANGED
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. AtIount of Line 14 at Spousal rat. (15)
16. A.uunt of Line 14 taxable at Lineal/Class A rat. (16)
17. Amount of Line 14 at Sibling rat. (171
18. Anount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
R S:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule Al
2. Sto"ks end Bonds IS_dula BI
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
.5. C8sh/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Proparty Is"hodule FI
7. Transfers (Schedule GJ
8. Total Assets
III
(21
131
(41
(51
161
(7)
.00
8.027.35
.00
.00
2.000.00
.00
.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. FuneraJ ExPenses/Ada. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total o.ductions
12. N.t Value of Tax Returh
13. Charltable/GovernRBnta1 Bequestsi Non-elected 9113 Trusts (Schedule JJ
14. Net Value of Estate Subject to Tax
(91
1101
10,112.25
.00
111)
1121
1131
(141
NOTE:
.00
.00
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
T
DATE
AHOUNT PAID
MHlER
INTEREST/PEN PAID (-I
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account I
subnit the upper portion
of this for. with your
tax paynent.
10,027.35
1 n .11' ?Ii
84.90-
.00
84.90-
1191=
.00
.00
.00
.00
.00
.00
.00
.00
.00
IF TDTAL DUE IS LESS THAN $I, NO PAYIlEHT IS REIlUIRED.
IF TOTAL DUE IS'REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FDRH FOR INSTRUCTIONS.I