HomeMy WebLinkAbout07-22-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Dr'rnDrrn "r[:ire (\e NOTICE OF INHERITANCE TAK
BUREAU OF INDIVIDUAL TAKES ,,_ ,/, -' ,f '-AI'PIlAISEHENT, ALLOWANCE OR DISALLOIIANCE
INHERITANCE TAX DIVISION '," ('" 'oF DEDUCTIONS AND ASSESSMENT DF TAK
POBOX 2.80601 '-':
HARRISBURG PA 17128-0601 - - -
07-25-2005
PORTER
02-07-2005
21 05- 0158
CUMBERLAND
101
APPEAL DATE: 09-23-2005
( 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-io3:0si-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCi-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GERALD E FILE NO. 21 05-0158 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
?PO~ II II "'l P!j 'l: /8
,-'.'"~ v,. '. {.i:... I [j __ ~
(;,1 CC!f nr:
or~~: -;-' ',-
CHARLES R PORlER
1899 SOLLENBERGER RO
CHAMBERSBURG PA 17201
ESTATE OF
PORTER
'*
REV-1547 EX AFP (06-05)
GERALD
E
TAK RETURN WAS: I X) ACCEPTEO AS FILED
DATE 07-25-2005
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. Stocks and Bonds (Schedule 8)
3. Closely Held stock/Pa~tnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule DJ
5. Cash/Bank DBPOsitsIKisc. Pars0n81 Property (Schedul. E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
III
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
26.541.99
.00
19,000.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral ExPenses/Ada. Costs/111sc. Expenses (Schedule HJ
10. Debts/Mortgage Liebilities/Liens ISchedule I)
11. Total Deductions
12. Net Value of Tax R.turn
13. Charitabl./Gove~ental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estat. Subject to Tax
(9)
(10)
6,366.46
NOTE: To insure propel'"
credit to your account,
subIIit the _r portion
of this forll with your
t.x PQllent.
45,541. 99
';.771 OQ
38,770.90
.00
38,770.90
NOTE: I~ an assess.ent was issued previouslY. lines 14. 15 and/or 16. 17. 18 and 19 will
reflect ~igures that include the total of Abb returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rat.
16. ~ount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 1tt at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class Brat.
19. Principal Tax Due
(15) .00 K 00 = .00
(16) 37,770.90 K 045 = 1,699.69
117J .00 K 12 = .00
(18) 1,000.00 K 15 = 150.00
(19)= 1,849.69
AHIIUNT PAID
1,757.21
T
+
INTEREST/PEN PAID (-)
92.48
NUllBER
CD005284
DATE
05-04-2005
~
404.63
(11)
(12)
(13)
11~)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,849.69
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADOITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYKENT IS REDUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUNO. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS.)