HomeMy WebLinkAbout09-13-05
09-13-2005
WHITTEN
12-27-2004
21 05-0002
CUMBERLAND
101
APPEAL DATE: 11-12-2005
( 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 _
REY:is47-Ex-AFp-co3:osi-NOTICE-OF-INHERITANCE-TAX"APPRAIsEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BETTY K FILE NO. 21 05-0002 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TA~ DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Dr~~rof'.i:INfIPlJ1'1NCE TAX
APPRI\WliElfI','.JAltllllilllc~'OR DISALLOllANCE
OF QElilJIjtlijils ANd"'~sESSIIENT OF TAX
SEAN M SHULTZ ESQ
KNIGHT & ASSOCS
11 ROADWAY DR STE B
CARLISLE PA
LeGS SE? 13 PH ItA'Qfj
ESTATE OF
DATE OF DEATH
CL~P1!\ c.:
.~~LE NUMBER
'COUNTY
ACN
17013
ESTATE OF WHITTEN
*'
REV-1547 EX AFP (06-05)
BETTY
K
TAX RETURN HAS: I X) ACCEPTED AS FILED
I ) CHANGED
DATE 09-13-2005
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. AInount of Line 14 at Spousal rat. (IS)
16. ~unt of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rat. (17)
18. A.ount of Line 14 taxable at Collateral/Class 8 rat. (18)
19. Principal Tax Du.
C IT'
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Estate (Sc~dul. A)
2. stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule CJ
4. Mortgages/Notes Receivable (Schedule Ol
S. Cash/Bank Deposi~s/Hisc. Parsonal Property (Schedule EJ
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule GJ
8. Total Assets
ll)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
486.25
25.610.32
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9~ Funeral Expenses/A_. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/GovernMental Bequests; Non-elected 9113 Trusts
14. Net Velue of Estate Subject to rax
(9)
(10)
1,840.50
194.89
Ill)
112)
113)
(14)
ISchedule oJ)
NOTE:
.00 X
24,061.18 X
.00 X
.00 X
T
INTEREST/PEN PAID 1-)
.00
.00
AlllU1T PAID
1,000.00
30.12
DATE
03-28-2005
06-29-2005
_BER
CD005120
CD005516
INTEREST IS CHARGED THROUGH 09-28-2005
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
00 =
045 =
12 =
15 =
(19)=
NOTE; To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
t.x pay_nt.
26,096.57
?D31i 3Q
24,061.18
.00
24,061.18
19 wUl
.00
1,082.75
.00
.00
1,082.75
1,030.12
52.63
.01
52.64
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS TIlAN $1, ND PAYIIENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TM~T~lrTTnue 1