HomeMy WebLinkAbout09-13-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"cllf/'l:~ltrtlFn!\!IlEI!I~CE TAX
APPR1I1SE/lEltJ'r'.,(L'IiOII.9ICE'llR DISALLOWANCE
DF D~tOHS ,AND. ',ASsI;SSHENT DF TAX
09-13-2005
EGGER
03-30-2005
21 05-0543
CUMBERLAND
101
APPEAL DATE: 11-12-2005
(See reverse side under Objections)
AIIourrt Ru:i.1:1:ed! I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LONER PORTION FOR YOUR RECORDS -
REV:is47-EX-AFP-coi:os'-NOYiCE-OF-iNHERiYANCE-YAX-APPRAiSEMENY:-ALLOWANCi-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ELEANOR FILE NO. 21 05-0543 ACN 101
! 3 Pli ~:~~E OF
DATE OF DEATH
ElLE NUMBER
CQ.UNTY
AtN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX ZS0601
HARRISBURG PA 171Z8-0601
?nnr; ('!:"D
... ~ ,~l.." .~~".",'
DOUGLAS G MILLER
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
~.
ESQ
PA 17013
ESTATE OF
EGGER
DATE 09-13-2005
TAX RETURN liAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Estate (Schedule A)
2. Stocks and Bonds ISchedu1e B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Nol"'tgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule F)
7. Transfers (SChedule G)
8. Total Assets
) CHANGED
III
(2)
(3)
(4)
IS)
(6)
(1)
.00
4.918.86
.00
.00
20.443.47
132,394.81
.00
IB)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Hortg.ge Liabilities/Liens (Schedule I)
11. Totel Deductions
12. Net Value of Tax R.turn
13. Charitable/Governmental Bequestsi Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subiect to Tax
I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Mount of Line 14 at Spousal rate tIS)
16. ~ount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. A.ount of Line 14 taxable at Colleteral/Class B rate (18)
19. Princip.1 Tax Due
NOTE:
(9)
(10)
15,328.30
*
REV-1547 EX AFP (06-051
ELEANOR
NOTE: To insure proper
credit to your account,
subIIi t the upper portion
oi this fora with your
tax pa~nt.
157,757.14
24.7?1i 09
133,032.05
.00
133,032.05
00 =
045 =
12 =
15 =
.00
5,986.44
.00
.00
5,986.44
9.396.79
Ill)
(12)
(13)
(14)
.00 X
133,032.05 X
.00 X
.00 X
(19)=
TAX CREDIT"',
"J AHOUNT PAID
DATE NUNSER INTEREST/PEN PAID 1-)
06-30-2005 CD005509 299.32 5,750.00
09-06-2005 REFUND .00 62.88-
TOTAL TAX CREDIT 5,986.44
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FDR 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 HAY BE~
A REFUND. SEE REVERSE SIDE DF THIS FORM FOR :INSTRllCTIllN" - 1