HomeMy WebLinkAbout09-13-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
n~r c",.J)rTlI9T~iPIf'INHERITAIICE TAX
h'::IA~tSEilDirYAL':OwAIICE OR DISALLOlIANCE
~'~'1lf.1IEDllCtlO1ls,'AND ASSESSHENT Of TAX
\: Hj DATE
. ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-13-2005
CLARK
04-03-2005
21 05-0339
CUMBERLAND
101
APPEAL DATE: 11-12-2005
( See reverse side under Objections)
AIIount 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 _
REY:is47-EX-AFP-io3:0Sj-NOTicE.OF-iNHERiTANCE-TAX-APPRAisEHENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CLARISSA B FILE NO. 21 05-0339 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 28.601
HARRISBURG PA 17128-0601
A ("'~'
2nnt; c:C? \" ri i
:",; '~, ....'"~, ....
l:-.:~
JAMES D FLOWER
SAID IS ETAL
26 W HIGH ST
CARLISLE
JR ESQ
r
PA 17013
ESTATE OF CLARK
*'
REV-1547 EX AFP (06-05)
CLARISSA
B
DATE 09-13-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. R..I Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Clo$llly Held Stock/Partnership Intarest (Schedule C)
4. ~rtg..s/Not.s Receivable (Schedule DJ
5. C.sh/Bank Deposits/"isc. 'arsonal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. T~sf.rs (Sehedule G)
8. Total Assets
( ) CHANGED
(lJ
(2)
(3)
(4)
(5)
(6)
(n
.00
570.410.86
.00
.00
155.077 .80
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A_. Costs/ltlsc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Net V.lue of Tex Return
13. Charitable/Sovern..ntal Bequests; Non-elected 9113 Trusts (Schedule J)
14. N.t Value of Estat. Subiect to Tax
If an assess.ent was issued previously, lines 14, 15 and/or 16. 17. 18 and 19 will
reflect figures that include the total of abb returns assessed to date.
ASSESSMENT OF TAX:
15. AMount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rat. (16)
17. AIiount of Line 14 at Sibling rat. (17)
18. Amount of Line 14 tax~l. at Collateral/Class 8 rat. (18)
19. Principel Tax Due
A C
NOTE:
+
INTEREST/PEN PAID (-)
1,401.64
210.53
DATE
06-17-2005
06-17-2005
NUMBER
CD005451
CD005452
PAYMENT MUST BE MADE BY 01-03-2006~.
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
5,644.76
1.334.56
(11)
112)
113)
114)
(9)
110)
.00 X
718,508.84 X
.00 X
.00 X
00 =
045 =
12 =
15 =
NOTE; To insure proper
credit to your account,
_it the _r portion
of this forn with your
tax P.y....,t.
725,488.16
ii.07R 32
718,508.84
.00
718,508.84
.00
32,332.89
.00
.00
32,332.89
32,243.38
89.51
.00
89.51
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS RElIUIRED. (/[
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU HAY BE DUE In
A REFUND. SEE REVERSE SIDE OF THIS FORM ~nD T~TDI""'T"ft.O.'" ... ---
119)=
AHDUNT PAID
26,631.21
4,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE