HomeMy WebLinkAbout08-01-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
RECORDFil nFH/l!!i~ OF INHERITANCE TAX
,~~ "'., ;'.Qito1lU!lMN'(; ALLOIIANCE OR DISALLDIIANCE
~C)<:,! trof,DEJlIi~JDNS AND ASSESSI1ENT OF TAX
08-01-2005
WINGARD
02-15-2005
21 05-0421
CUMBERLAND
101
APPEAL DATE: 09-30-2005
( See ret'erse side under Objections)
Amount Remi~edl 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 +--
REY:is47-Ex-AFP-coi:osl-NOTICE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
PATRICIA L FILE NO. 21 05-0421 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z5Q60 1
HARRISBURG PA 17128-D691
2005 AUG - I
PI.: 12: 28
ROGER B IRWIN ESQ
IRWIN & MCKNIGHT
60 W POMFRET 5T
CARLISLE
CLEI"V n=
11\'_/1
OPPr'I' !.,'C' ('i'" I",' T,
[, "',":' ' -""'.0:1'
<"'Ir'
v'" '
PA 17013
ESTATE OF WINGARD
'*
REY-1547 EX AFP (06-05)
PATRICIA
L
TAX RETURN liAS: I X) ACCEPTED AS FILED
DATE 08-01-2005
I ) CHANGED
I~ an assessBent was issued previously. lines 14. 15 and/or 16. 17. 18 and 19 will
r~lect ~igures that include the total ~ Abb returns assessed to date.
ASSESSMENT OF TAX:
IS. A.ount of Line 14 .t Spousal rate CIS)
16. A.ount of Line 14 taxable .t Lineal/Class A rat. (16J
17, ~ount of Line l~ at Sibling r.t. (17)
18. ~t of Line 14 taxable at Collateral/Class 8 rat. (18)
19. Principal Tax Due
C D
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estat. ISch8dul. A)
2. Stocks ....d Bonds ISchadul. B)
3. Closely Maid Stock/Partnership Interest (Schedule C)
4. Hort~g.s/Notes Receivable (Schedule D)
S. Cash/Bank DeposltslHisc. Personal Property (Schadul. E)
6. Jointly Owned Property ISchadul. F)
7. Transfers (Schedule Q)
8. Total A.ssets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExPenses/AdII. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage L1ab11it1es/Li~s (Schedule 1)
II. Total Deductions
12. Net Value of Tax R.turn
13. Charitable/GovernMental Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
NOTE:
DATE
05-0 -2005
NUllBER
CD005300
INTEREST/PEN PAID 1-)
2.28
'{
(1)
(2)
(3)
I~)
(5)
(6)
(7)
.00
.00
.00
.00
.00
13.200.00
.00
(8)
NOTE: To insure proper
cl"edJt to your account,
sua1 t the upper portion
of this forM with your
tax "y.ent.
13,200.00
1?lR767
1,012.33
.00
1,012.33
00 =
045 =
12 =
15 =
.00
45.55
.00
.00
45.55
(9)
(10)
8,390.20
3.797.47
Ill)
(12)
(13)
11~)
(19)=
45.55
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU KAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.)
ISchadul. .J)
.00 X
1,012.33 X
.00 X
.00 X
AMOUNT PAID
43.27
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE