HomeMy WebLinkAbout08-30-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE Of INHERITANCE TAX
APPRAISEMENT, AllOWANCE OR DISAllDWANCE
OF DEDUCTIONS AND ASSESSHENT Of TAX
08-22-2005
DEVINS
12-06-2004
21 05-0257
CUMBERLAND
101
APPEAL DATE: 10-21-2005
(See reverse side under Objection.)
Amount Rem:ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LONER PORTION FOR YOUR RECORDS -
REv:is47-Ex-AFP-ioi:osi-NOTICE-OF-INHERITANCE-TAX-APPRAISEHENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARIE J FILE NO. 21 05-0257 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU Of INDIVIDliA('!ili>>l!<f\ 0F.FIi"f: r',[
INHERIlANCE lAX DIVi~I~;:~~-:-'~~ ,.J . ~..I,- \~iI
PO BOX 2:80601 Mr-! _~i '_, f:_.._: ' (
HARRISBURG PA l11Z8-Q6DJ'--' I - . . ,- .'
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CHRISTOf'HE~ S LUCAS ESQ
,-J'...'. "".
C S LUCAS & ASSOCS
220 CUMBERLAND PKY 4
MECHANICSBURG PA 17055
ESTATE OF
DEVINS
DATE 08-22-2005
TAX RETURN liAS: I X) ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R...1 Estata (Scl\edu1.. A)
Z. Stocks and Bonds (Schedu1. B)
3. Closely Held stock/Partnership Inter.si (Schedule C)
4. Hortgages/Notes Receivable (Schedul. D)
S. C.sh/Bank Deposits/Hisc. Personal Property (Sch.dule El
6. ~ointlY Owned Property (Schedul. F)
7. Tr8nsfers (Schedule Q)
8. Total Assets
Il)
(2)
(31
('II
(5)
(6)
(7)
I CHANGED
72,191. 75
.00
.00
.00
6.978.54
.00
.00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. tosts/Klsc. Expenses (Schedule Hl
10. Debts/Kortgage Ll~lliti.s/Liens (Schedule Il
11. Total Deductions
12. Net Value of TIIX R.turn
13. tharltable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedul. J)
14. Net Value of Estate Subject to Tax
If an assessment was :issued prev:iously. l:ines 14. 15 and/or 16. 17. 18 and 19 w:ill
reflect f;i.gures that :include the total of abb returns assessed to date.
ASSESSMENT OF TAX:
15. ADDunt oi Line 14 at Spousal rat. (15)
16. ~ount of line 14 taxable at Lineel/Clas$ A rat. (16)
17. AlIOUnt of Line 14 at Sibling rate (17)
18. ~unt of Line 14 taxable at CollaterallClass a rat. (16)
19. Principel Tax Due
T X :
NOTE:
+
DATE
06-02-2005
NUMBER
CD005393
INTEREST/PEN PAID 1-)
.00
(9)
IlO)
9,273.07
2.197.40
(11)
IlZI
1l3)
(14)
.00 X
67,699.82 X
.00 X
.00 X
AMOUNT PAID
3,046.49
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AMD PEN.
TOTAL DUE
~.
00 =
045 =
12 =
15 =
(19)=
'*
REY-l~47 EX AFP (86-05)
MARIE
J
NOTE: To insure proper
credit to your account~
s~it the upper portion
of this for. with your
tax pa~nt.
79,170.29
11.470 47
67,699.82
.00
67,699.82
.00
3,046.49
.00
.00
3,046.49
3,046.49
.00
.00
.00
If PAID AfTER DATE INDICATED, SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
If TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
If TOTAL DUE IS REflECTED AS A "CREDIT" ICR), YOU NAY BE DUE
A REFUND. SEE R~VJ:;R!;,): t:.Tn~ ,,1:: 'l"UT... ...--.... --- -----