HomeMy WebLinkAbout09-13-05
09-13-2005
BOWLBY
01-02-2005
21 05-0145
CUMBERLAND
101
APPEAL DATE: 11-12-2005
( See retler.e .ide under Objection.)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS _
REY:is4;-Ex-AFP-io3:osi-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLONANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GUY A FILE NO. 21 05-0145 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAK DIVISION
PO BOX 260601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
cc"cc:v.:,"' NI!II1J:~~llF INHERITANCE TAX
,,~,.,j-oU'l'BN~.,;'ALLOWANCE DR DISALLOWANCE
-~ ~EDUCTIDNS AND ASSESSMENT OF TAX
2CIT5 SEP ! 3
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
o~,'!
in
\. , 5
I' !.-~
CHARLES J DEHART II('ESQ
CALDWELL & KEARNS
3631 N FRONT ST
HBG
~~ '.
PA 17110
ESTATE OF
BOWLBY
'*'
REV-15~7 EX AFP (06-051
GUY
A
TAX RETURN liAS: I X I ACCEPTED AS FILED
DATE 09-13-2005
I CHANBED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule DJ
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule Q)
8. Total Assets
III
121
131
141
151
161
171
.00
1.293.44
.00
.00
22.597.53
18.815.00
.00
IBI
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule Hl
10. D.bts/Hort~ge Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
191
1101
7,355.25
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AllOU"It of Line 14 at Spousal rate (15)
16. A.ount of Line 14 taxable at Lineal/Class A rate (16)
17. A~unt of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
D
NOTE:
+
INTEREST/PEN PAID I-I
42.11
.00
DATE
03-17-2005
07-05-2005
_BER
CD005093
CD005531
176.33
1111
1121
1131
1141
.00 X
35,174.39 X
.00 X
.00 X
AMOUNT PAID
800.00
740.74
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
00 =
045 =
12 =
15 =
1191=
NOTE: To insure proper
credit to your account,
s~it the upper portion
of this form with your
tax pay.ent.
42,705.97
7 .I:i~l liB
35,174.39
.00
35,174.39
.00
1,582.85
.00
.00
1,582.85
1,582.85
.00
.00
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
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