HomeMy WebLinkAbout08-12-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DC(Y'p"V) ("TI('~ C: NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL T~,': :::' ': '- ,:APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
08-15-2005
DILLAHEY
08-13-2004
21 05-0443
CUMBERLAND
101
APPEAL DATE: 10-14-2005
( 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 -
REV: iS47 - EX - Ai'jo - '( 03:0S) - NOTicE-oF - iNHERiTANCE-TAx - APPRAisEMENT: - ALLOWANCE-OR - - - - - - - - - - - - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RICHARD W FILE NO. 21 05-0443 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ZQQ5 1~,IIC 12 Pi1 i: 09
CL:'pI;\ c=
.....;,"'1,
!iJ,T
nsr:;
-.,)"
GARY L JAMES'
JAMES HAL
134 SIPE AVE
HUMMELSTOWN
PA 17036
ESTATE OF DILLAHEY
TAX RETURN WAS: I
) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks end Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property [Schedule f)
7. Transfers (Schedule G)
8. Tot.l Assets
I X) CHANGED
SEE
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
10.993.60
.00
.00
4.000.00
.00
653,612.12
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule IJ
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern..ntal Bequests; Non-elect.d 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rat. (15J
16. Amount of Line 14 taxable at Lineel/Class A rate (16)
17. AlIOUnt 0" Line 1'1 at Sibling rate (17J
18. A.ount of Line 1'1 taxable at Coll.t.ral/Class B rate (18J
19. Principal Tax Due
C E :
NOTE:
T
+
DATE
05-12-2005
IIUIIIIER
CD005320
INTEREST/PEN PAID 1-)
.00
(9)
(10)
17,162.62
00 =
045 =
12 =
15 =
(19)=
*'
REV-1547 EX AFP (06-05)
RICHARD
W
733.22
Ill)
(12)
(13)
(14)
161,915.00 X
65,000.00 X
.00 X
.00 X
AHOUNT PAID
2,925.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATE 08-15-2005
ATTACHED NOTICE
NOTE: To insure proper
creeli t to your account I
s~it the upper portion
of this for. with your
tax pay..nt.
668,605.72
17.891; 84
650,709.88
423,794.88
226,915.00
.00
2,925.00
.00
.00
2,925.00
2,925.00
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TDTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU NAY BE DUE ,)
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) ~"
REV-147D EX (6-88)
'* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box. 280601
HARRISBURG PA 17126-0601
DECEDENTS NAME FILE NUMBER
Richard W. Dillahey 2105-0443
REVIEWED BY ACN
Bill Lyons 101
SCHEDULE ITEM EXPLANATION OF CHANGES
NO.
The estate is deferring the tax on the trust.
ROW
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