HomeMy WebLinkAbout08-01-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
RECORDED (IjiIm~ !If INHERITANCE TAX
~-'~I''II'ftI~''EiIt, ALLOWANCE OR OISALLOWANCE
~:',c, ,.:l)t'OEDllCl'1I>>is AND ASSESSHENT OF TAX
08-01-2005
SHUGHART
02-12-2005
21 05-0175
CUMBERLAND
101
APPEAL DATE: 09-30-2005
( See reverse side under Objections)
Amount R~ittedl 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-C03:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MAYNARD L FILE NO. 21 05-0175 ACN 101
BUREAU DF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX za06Dl
HARRISBURG PA 17128-0601
Z005 I~UG - I
Pli12: 28
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
IVO V OTTO I II
MARTSON ETAL
10 E HIGH ST
CARLISLE
ESQ
CLEP/ n=
, 11\'.'
ORD'~r . (~"I
I . ' :~ ,I,
C!.j '. , , ,
'-,'
tn
PA 17013
ESTATE OF
SHUGHART
*'
REY-1547 EX AFP (06-05)
MAYNARD
L
TAX RETURN WAS: (X I ACCEI'TED AS FILED
DATE 08-01-2005
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule OJ
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedul. G)
8. Tot.l Assets
III
121
131
I'll
151
(61
(71
92,879.25
6.372.30
.00
.00
31.40
.00
730.00
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. ExPenses (Schedule H)
10. Dabts/"ortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assess_ent was issued previously, lines 14, lS and/or 16, 17, 18 and
re~lect ~igures that include the total af ~ returns assessed to date.
ASSESSMENT OF TAX:
lS. Amount of Line 14 .t Spousal rate (lS)
16. Amount of Line 14 taxable at Line.l/Class A rate (16)
17. A~nt of Line 14 at Sibling rate (17)
18. ~ount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX C :
(91
1101
NOTE:
+
DATE
05-11-2005
_BER
CD005312
INTEREST/I'EN I'AID I-I
135.03
18,483.81
1.032.26
(111
1121
1131
1141
20,484.04 X
60,012.84 X
.00 X
.00 X
00 =
045 =
12 =
15 =
AHOUNT I'AID
2,565.55
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
~ IF I'AID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credi t to your acco....t,
S\dJ.i t the upper portion
of this for. with your
tax paynent.
100,012.95
lQ .1i16 07
80,496.88
.00
80,496.88
19 will
1191=
.00
2,700.58
.00
.00
2,700.58
2,700.58
.00
.00
.00
I IF TOTAL DUE IS LESS THAN $1, NO I'AYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.I