HomeMy WebLinkAbout09-02-05
09-05-2005
SHAFFER
01-03-2005
21 05-0014
CUMBERLAND
101
APPEAL DATE: 11-04-2005
( 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 +-
REv:is47-Ex-AFP-io3:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARIE E FILE NO. 21 05-0014 ACN 101
-= """W'O", "__1"_ -.-
BUREAU OF INOIVI_L,! ',,^9 J! I:',' ,f- ! :~
INHERITANCE TAX DIVISI(JJr{ -',:' -'-c: "., , "--- -
PO BOX 280601 : -,' - 1 "
HARRISBURG PA 17128-0601-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
2GDj SF;) ~- 2
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
Di' '0. II
il ::::.
r.,.->_"
JAN
J L
845
HBG
L ~OWN
BROWN & ASSOCS
SIR THOMAS CT 12
PA 17109
ESTATE OF
SHAFFER
*'
REV-1547 EX AFP (06-05)
HARlE
E
TAX RETURN WAS: I X) ACCEPTED AS FILED
) CHANGED
DATE 09-05-2005
NOTE: I~ an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
IS. AlIOUnt of Line 14 at Spousal rat. US)
16. Anount of Line 14 taxable at Lineal/Class A rat. (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class Brat. (18)
19. Princi~l rax Du.
.00 X 00 = .00
86,779.11 X 045 = 3,905.06
.00 X 12 = .00
.00 X 15 = .00
(19)= 3,905.06
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Est.t. (Schedule A)
2. stocks and Bonds (Schedule BJ
3. Closely Held Stock/Partnership Interest (Schedule CJ
4. Mortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule GJ
8. Total Assets
11)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
60.456.44
.00
40,654.94
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule IJ
11. Total Deductions
12. Net Value of Tax Return
13. Charitabl./Gover~nt.l Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
110)
12,819.21
1.513.06
Ill!
112)
113)
114)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this for. with your
tax p.~nt.
101,111.38
14.33' '7
86,779.11
.00
86,779.11
TAX CREDITS:
rAm<", ,OJ AHDUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
03-30-2005 CD005138 195.25 3,800.00
08-29-2005 REFUND .00 90.19-
TOTAL TAX CREDIT 3,905.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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" ICR), YDU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM ~OR T~T~lrTTnwc 1