HomeMy WebLinkAbout09-13-05
09-13-2005
LOGAN
02-01-2005
21 05-0109
CUMBERLAND
101
APPEAL DATE: 11-12-2005
( See reverse side under Objections)
Anount Re.ittedl 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 -
REv:is47-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAISEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY L FILE NO. 21 05-0109 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
RECe'i'liUS.~. .!iiiM.C i=.~4:;;oWANCE OR DISALLOWANCE
~._ r.oF::DtI!lltTJ\1NSc AND ASSESSHENT OF TAX
i-~:<"T~: '
2005 SEP 13
I: [;5
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
r"> ~. .
(r~
CL
RICHARD L PLACEY
PLACEV & WRIGHT
3631 N FRONT ST
HBG
ESQ
r-i
PA 17110
ESTATE OF
LOGAN
*'
REY-1547 EX AFP (06-05)
MARY
L
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 09-13-2005
If an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rat. (15]
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rat. (17)
18. A.aunt of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
ED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..I Est.t. (Schedule A)
2. Stocks ...d Bonds ISchedu1. B)
3. Closely Held stock/Partnership Interest [Schedule C)
ct. "ortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedu18 S)
8. Total Assets
11)
(2)
(3)
(4)
(5)
(6)
(7)
152.000.00
.00
.00
.00
48.711.77
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. N.t Value of Tax Return
13. CharltabI8/Gover~ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
110)
12,659.37
2.978.04
Ill)
112)
113)
114)
NOTE:
.00 X
185,074.36 X
.00 X
.00 X
+
INTEREST/PEN PAID 1-)
406.58
.00
AIIOUNT PAID
7,725.00
196.75
NUMBER
C0005267
CD005513
DATE
04-28-2005
07-01-2005
00 =
045 =
12 =
15 =
119)=
NOTE: To insure proper
cr.dlt to your ecco...,t,
sub.it the upper portion
of this forn with your
tax paYllent.
200,711. 77
1';.637 41
185,074.36
.00
185,074.36
19 will
.00
8,328.35
.00
.00
8,328.35
TOTAL TAX CREDIT 8,328.33
BALANCE OF TAX DUE .02
INTEREST AND PEN. .00
TOTAL DUE .02
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. \~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU NAY BE DUE' v
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.