HomeMy WebLinkAbout08-01-05
08-01-2005
STONE
03-10-2005
21 05-0278
CUMBERLAND
101
APPEAL DATE: 09-30-2005
( See reverse side under Objections)
Amount Remitted I 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-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BEVERLY A FILE NO. 21 05-0278 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z806Dl
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
RE" COP, n,=r\ iJiI,~, ~ INHERITANCE TAX
r,-~~$til~1:l:t'> 'ULOIlANCE OR OISALLOIlANCE
',=,,: ,1If'D~~TI.OIiS AND ASSESSHENT OF TAX
Z005 MIG - I
PH 12: 28
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
VICKY ANN TRIMMER
METTE ETAL
PO BOX 5950
HBG
~LErK ~'-
Iv ri \ 1,;,-
ORrc" r,i' "
,,'-'I -}.-",''..; \'-,
n','" '
ESIt"
PA 17110
ESTATE OF
STONE
*'
REV-1547 EX AFP (06-05)
BEVERLY
A
TAX RETURN liAS: I X I ACCEPTED AS FILED
I CHANGED
DATE 08-01-2005
NOTE: I~ an assesSRent 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:
15. ~ount of Line 14 at Spousal rate (15)
16. ~unt of Line 14 taxable .t Lineal/Class A rat. (16)
17. Allount of Line 1ft at SibUng ...ta 1171
18. Anount of Line 14 taxable at Collateral/Class Brat. (18J
19. Principal Tax Due
X CR
20,307.14 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
.00 X 15 = .00
1191= .00
AHOUNT PAID
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/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
S. C.shlBenk Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(11
121
131
Iftl
151
(61
171
.00
.00
.00
.00
29.405.94
.00
.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdII. CostsIMisc. ExPenses (Schedule H)
10. DebtsIMortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsi Non-elected 9113 Trusts (Schedule ~)
14. Net Value of Estat. Subject to Tax
191
1101
9,098.80
.00
1111
1121
1131
11ftl
NUHBER
INTEREST/PEN PAID (-I
DATE
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
su~lt the upper portion
of this fo~ with your
tax pay_nt.
29,405.94
9.098 80
20,307.14
.00
20,307.14
.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, 110 PA YHENT IS RElIUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I