HomeMy WebLinkAbout08-12-05
08-15-2005
MORRIS
08-18-2004
21 05-0446
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 CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _
REv:is47-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN N FILE NO. 21 05-0446 ACN 101
S,::,r\'''',Pi"1::,; ~,:~c/"\=
BUREAU OF INOIVIOUALT~'~:" I "'"L
INHERITANCE TAX DIVISION .-,--
PO BOX 280601'-
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
" APPRAISEMENT, ALLOWANCE OR OISALLOIIANCE
, OF DEDUCTIDNS AND ASSESSMENT OF TAX
'i0""~
L'J..")
, ," ~ t)
;: OS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
(;1
LINDA J OLSEN ESQ
KILLIAN & GEPHART
218 PINE ST
HBG
PA 17101
ESTATE OF
MORRIS
*'
REV-lS47 EX AFP (06-05)
JOHN
N
TAX RETURN liAS: I X I ACCEPTED AS FILED
I CHANGED
DATE 08-15-2005
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. Stocks ....d Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Total Assets
III
121
131
141
151
161
171
.00
.00
.00
.00
4.955.00
.00
122,878.00
IBI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expens.s/A~. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage L1abilities/Liens (Schedule X)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
191
1101
5,984.00
163.00
1111
1121
1131
1141
NOTE: I~ an assess.ent was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rat. (IS)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. A.ount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
NOTE: To insure proper
credit to your account,
s~1t the upper portion
of this form with your
tax pay....,t.
127,833.00
it .147 nn
121, 686.00
.00
121,686.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
116,731.00 X 00 =
.00 X 045 =
.00 X 12 =
4,955.00 X 15 =
1191=
.00
.00
.00
743.00
743.00
TAX CREDIT!iI'
1+) ANOUNT PAID
DATE NUMBER INTEREST/PEN PAID I-I
05-17-2005 " CD005329 .00 743.00
TOTAL TAX CREDIT 743.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL OUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE OUE . I
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.I~ ~~