HomeMy WebLinkAbout09-02-05
09-05-2005
SMITH
02-12-2005
21 05- 0192
CUMBERLAND
101
APPEAL DATE: 11-04-2005
(See reverse side under Objections)
A.ount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMEMT TO:
REGISTER Of WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS _
iEV:is4'-EX"AFP-io3:0si-NOTicE-OF-iNHEiiTANCE-TAX-APpiAisEHENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MABEL S FILE NO. 21 05-0192 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
t,lE' ",..I.i.n, ~--I ''" r- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDU '<!~}'''tlt0 ijf'r- Gt .X APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
~~~~T~:~~oIAX DIVISI ~"':'(".~ (~',- ,~: OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ' ,
ZQj5 SY? - 2
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
pH ,"J. 12
, Ii ,(.
CLt~:;:<
C~' ,
ROBERT R':BLACK ESQ
LANDIS & BLACK
36 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF SMITH
'*
REV-1547 EX AFP (16-05)
MABEL
S
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
DATE 09-05-2005
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. AIIoW'tt of Lll\1l1 14 at Spousal rat. US)
16. "aunt of Line 14 taxable at Lineal/Class A rat. (16)
17. A~t of Line 14 at Sibling rat. (17)
18. Amount of Line 14 taxable at Collateral/Class 8 rat. (18)
19. Principal Tax Due
ACT'
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON, ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks ond Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes ReceIvable (Schedule Dl
S. Cash/Bank Deposits~isc. Personal Property (Schedule El
6. Jointly Owned Property (Schedule FJ
7. Transfers (Schedule 8)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
124.977.90
.00
.00
208.935.94
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Misc. Expenses (Schedule Kl
10. Debts/Hortgege Liabilities/Lions (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charltabl./Gov.r~tal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
19,311.30
(9)
(10)
1.928.49
(11)
(12)
(13)
114J
(Schedule .n
NOTE:
.00 X
.00 X
.00 X
312,674.05 K
DATE
04-28-2005
+
INTEREST/PEN PAID (-)
2,000.00
AHaUNT PAID
8,000.00
NUHBER
CD005259
PAYMENT MUST BE MADE BY 11-12-2005*.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
~
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account I
subnit 1he upper portion
of this for. with your
tax pay...,t.
333,913.84
21 .730 70
312,674.05
.00
312,674.05
.00
.00
.00
46,901.11
46,901.11
40,000.00
6,901.11
.00
6,901.11
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SE~ IlFUJ:llctJ: ctTnC nE:' TU.... ..---- --- --------