HomeMy WebLinkAbout08-01-05
08-01-2005
SHELLEY
12-26-2004
21 05-0027
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 CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _
REy:is47-Ex-AFP-ioi:osl-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CAMERON E FILE NO. 21 05-0027 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
~_ DEPARTMENT OF REVENUE
,,\,c(,0Dnl~r' nr~ c'
.." j! "A0 ut" ItI;,DF INHERITANCE TAX
,l:,>:~r,WS !!N17, ALLOWANCE DR DISALLDIIANCE
'-Vv. cDF, DEDUCTIONS AND ASSESSHENT OF TAX
zaD5 I'UG -I
Pi112: 28
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLEnv (v.
o 1;1\ ,j:~
Gpol'.'!' I'C',
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Ci ',',': '
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DANIEL E BASE HOAR
24 N CEDAR STREET
PO BOX 1000
LITITZ
PA 17543-7000
ESTATE OF
SHELLEY
*'
REV-1547 EX AFP (06-05)
CAMERON
E
TAX RETURN liAS: (X I ACCEPTED AS FILED
I CHANGED
DATE 08-01-2005
I~ an assessment was issued previously. lines 14. IS and/or 16. 17. 18 and 19 will
r~lect ~igures that include the total o~ abb returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rat. (IS)
16. Amount of Line 14 taxable at Lineal/Class A rat. (16)
17. AlIOUnt of Line 14 at Sibling rat. (17)
18. A.ount of Line 14 taxable at Collateral/Class B rate (18]
19. Principal Tax Due
TAX
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.al Estat. (Schedule A)
2. Stocks and Bonds (Schedule BI
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule DJ
S. Cesh/Bank DepositsJHisc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule FJ
7. Tr8nsfers (Schedule G)
8. Total ASSllts
III
(21
(31
('II
(51
(6)
(71
.00
496.892.11
.00
.00
59.234.05
.00
199.851. 91
(BI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral EXPBnses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(91
1101
13,485.51
309.20
1111
(121
1131
1141
NOTE:
.00 X
.00 X
577 ,183.36 X
115,000.00 X
00 =
045 =
12 =
15 =
+
AHlUlT PAID
79,087.50
3,262.00
DATE
03-15-2005
06-23-2005
NUDER
CD005074
CD005481
IHTEREST/PEN PAID (-I
4,162.50
.00
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
sUb.it the upper portion
of this forB with your
tax pIIYllent.
755,978.07
13.7Q4 71
742,183.36
50,000.00
692,183.36
1191=
.00
.00
69,262.00
17,250.00
86,512.00
86,512.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATIDH OF ADDITIDHAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU IlAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR IHSTRUCTIDHS.I