HomeMy WebLinkAbout07-22-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Dcr'(\Of'"\Fn r'CDf'r r,r NOTICE Of INHERITANCE TAX
BUREAU Of INOIVIDUAL TAliEl;vJ ","ov ".iii'PJtlISEKENT, ALLOWANCE OR DISALLOWANCE
IHHERITAHCE TAX "TVISIOH f'r,".C' . Of DEDUCTIONS AND ASSESSNENT Of TAX
PO BOX 280601',-,,-' '_
HARRISBURG PA 17128-0601 -
07-25-2005
BEST
01-26-2005
21 05-0119
CUMBERLAND
101
APPEAL DATE: 09-23-2005
( See reverse side under Objections)
Amount RllIIIittedl 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 +-
REV: iS47 - Eit AFP - '( 03: 05) - NOTICE-OF - INHERITANCE - TAit APPRAISEMENT: - ALLOWANCE-OR - - - - - - - - - - -- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RICHARD E FILE NO. 21 05-0119 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
?nrs !"I ? ')
...._..L: ... ,_:_ !._ L
p~4 ?: '8
" "..._ 1.-.
('II:D[(
cr:"
JOHN MEAKIN'
MARKET SQUARE
MECHANICSBURG
BLDG M
PA 17055
ESTATE OF BEST
*'
REV-lS~7 EX AFP (06-05)
RICHARD
E
DATE 07-25-2005
If an assessment was issued previously, lines 14, 15 and'or 16, 17, 18 and
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rat. (15)
16. Aaount of Line 14 taxable .t Lineal/Class A rate (16)
17. ~ount of Line 14 .t Sibling rat. (17)
18. Amount of Line 14 taxable at CollaterBI/Class Brat. (18)
19. Principal Tax au.
C T:
TAX RETURN WAS: (X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Estat. (Schedule Al
2. Stocks and Bonds (Schedule B)
3. Closely Held StocklPa~tnership Interest (Schedule Cl
~. NortplII's/Notes Receivele (Schedule D)
s. Cash/Bank Deposits/Misc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule f)
7. Transfer. (Schedule Sl
8. Tot.l Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. funeral Expenses/A~. Costs/Misc. Expenses (Schedule Hl
10. Debts/Mortgage LI8billties/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tax R.turn
13. Charitable/Govern-.ntal Bequests; Non-elected 9113 Trusts
1~. Net Value of Est.te Subject to Tax
NOTE:
T
OATE
04-20-2005
04-26-2005
06-13-2005
NUKBER
CD005233
CD005262
CD005424
INTEREST/PEN PAID (-)
1,736.84
105.26
.00
~
( ) CHANGED
(1)
(2)
(3)
(~)
(5)
(6)
(7)
115,000.00
247.167.42
.00
.00
127.754.82
371.169.61
.00
(8)
(19)=
NOTE: To insure proper
credit to your account,
_it the upper portion
of this for. with your
tax pay...,t.
861,091. 85
?7.~?ti 16
833,567.69
.00
833,567.69
19 w:ill
.00
37,510.55
.00
.00
37,510.55
37,602.65
n.l0CR
.00
92.10CR
. If PAID AfTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( If TOTAL DUE IS LESS THAN $1, NO PAYKENT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREOIT" (CRl, YDU KAY BE DUE
A REfUND. SEE REVERSE SIDE Of THIS fORK fOR INSTRUCTIONS.)
(9)
(10)
26,038.11
1.486.05
I1Il
(12)
(13)
11~)
(Schedule .Jl
.00
833,567.69
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
AIlOlJIiT PAID
33,000.00
2,000.00
760.55
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE