HomeMy WebLinkAbout07-01-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLDIIANCE DR DlSALLDNANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
07-04-2005
BRACKBILL
11-13-2004
21 05-0045
CUMBERLAND
101
APPEAL DATE: 09-02-2005
( See reverse side under Objections)
Aaount ReB1ttedl 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-io3:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EDWARD L FILE NO. 21 05-0045 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TlXES: .
INHERITANCE TAX DIVISIOM
PO BOX Z8Q60l
HARRISBURG PA 171Z8-0601
,,,,
.-
JAMES D:,BOGAR
BOGAR & HIPP LAW
1 W MAIN ST
SHIREMANSTOWN
OFFIC
PA 17011
ESTATE OF
BRACKBILL
DATE 07-04-2005
TAX RETURN liAS: (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Esteta (Schedule Al
2. Stocks and Bonds (Schedule 8)
3. Closely Held Stock/P.rtn.rship Interest (Schedule C)
4. "ortgagaslNotes Receivable (Schedule DJ
5. Cash/Bank D8p0sitslHisc. Personal Property (Schedule E)
6. .Jointly Owned Property (Schedule F)
7. Transfers (Schedul. G)
8. Total Ass.ts
I CHANGED
III
(21
(31
(41
(51
(61
(71
.00
.00
.00
.00
9.824.71
.00
.00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A.. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Ll~11iti.slLi.ns (Schedule Il (10)
11. Totel Deductions
12. Net Value of Tax R.turn
13. Ch.ritab1./GoY.r~.nta1 Bequests; Non-elected 9113 T~usts (Schedule J)
14. N.t Value of Estat. Subject to Tax
I~ an assess.ent was issued prev1ously, lines 14, IS and'or 16, 17, 18 and 19 will
reflect ~1gures that 1nclude the total o~ Abb returns assessed to date.
ASSESSMENT OF TAX:
15. A..ount of Line 14 at Spousal rate US)
16. ~ount of Line 14 taxable .t Lineal/Class A r.te (16)
17. AItount of Lin. 14 at Sibling rat. (17)
18. Anount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
NOTE:
T
:
.
INTEREST/PEN PAID (-J
NUIIIlER
DATE
~
.00
9,824 . 71 X
.00 X
.00 X
.00 X
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
*
REV-lS~7 EX AFP (06-0S)
EDWARD
L
NOTE: To insure proper
credit to ~our account I
submit the upper portion
of this for. with your
tax p.y....,t.
9,824.71
00
(111
112J
1131
1141
nn
9,824.71
.00
9,824.71
00 =
045 =
12 =
15 =
.00
.00
.00
.00
.00
1191=
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYIlENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.I