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HomeMy WebLinkAbout06-17-05 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX 06-20-2005 LUTHER 01-12-2005 21 05-0067 CUMBERLAND 101 APPEAL DATE: 08-19-2005 ( See reverse side under Objections) Amount Remitted I I 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 +- REy:is47-Ex-AFp-co3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MIRIAM M FILE NO. 21 05-0067 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PD BOX Z8D601 HARRISBURG PA 171Z8-D6Dl JU:i j j l: 55 - , , ,I Tn OCIJl.j,t',>':''':: 1<1 r",:\'. KEITH ol 'ltiENNEMAN. ESlf. SNELBAKER & BRENNEMAN 44 W MAIN ST MECHANICS BURG PA 17 055 ESTATE OF LUTHER *' REV-1547 EX AFP (06-05) MIRIAM M TAX RETURN liAS: (X I ACCEPTED AS FILED DATE 06-20-2005 I CHANGED 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/Pe...tnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule DJ S. Cash/Bank Deposits/tllsc. Personal Property (Schedule El 6. Jointly Owned Property (Schedule f) 7. Transfers (Schedule G) 8. Total A.ssets III (21 (31 I~I 151 161 (71 146,000.00 .00 .00 .00 11.531.86 .00 .00 (81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expens.s/A~. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) II. Total Dltductlons 12. Net ValU8 of Tax Return 13. Cheritable/Govern..ntal Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total of ~ ASSESSMENT OF TAX: IS. A.ount of Line 14 at Spousal rate (IS) 16. ~ount of Line 14 taxable at Lineal/Class A rat. (16) 17. Amount of Line 14 at Sibling rat. (17) 18. Amount of Line 14 taxable .t Collat.ral/Class B rate (18) 19. Principal Tax Du. T : + DATE 04-07-2005 NUI1BER CD005174 INTEREST/PEN PAID (-I 276.15 ~ (91 1101 33,856.47 NOTE: To insure proper credit to your account~ submit the upper portion of this for. with .your tax payment. 157,531.86 ~4 7QR 61 122,733.25 .00 122,733.25 14, 15 and'or 16, 17, 18 and 19 will returns assessed to date. .00 5,523.00 .00 .00 5,523.00 5,523.00 .00 .00 .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" (CRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.I 942.14 Ill! 1121 1131 11~1 .00 X 00 = 122,733.25 X 045 = .00 X 12 = .00 X 15 = 1191= ANOUNT PAID 5,246.85 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE