HomeMy WebLinkAbout09-02-05
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BUREAU OF INDIVIDuAll,n1iltSU if-"_'_: ..-
INHERITANCE TAX DIVISION-.' , '
PO BOX Ze06Dl
HARRISBURG PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEKENT, ALLOIIAIlCE OR DISALLOIIAIlCE
OF DEDUCTIONS AND ASSESSI1ENT OF TAX
09-05-2005
GRIM
02-20-2005
21 05-0201
CUMBERLAND
101
APPEAL DATE: 11-04-2005
( See reverse side under Objections)
Amount 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 -
iEv:is47-Ei-AFP-co3:osi-NOTICE-OF-INHEiITANCE-TAx-APPiAISEMENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CALVIN G FILE NO. 21 05-0201 ACN 101
ZC;~
'~, ~ 2.
P~i 12: 12
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
(ro,r-
\.~,,- "
ESQ
r-
ANTHONVr:UDELUCA
113 FRONT ST
PO BOX 358
BOILING SPRING
PA 17007
ESTATE OF
GRIM
*'
REV-1S47 EX AFP (06-05)
CALVIN
G
TAX RETURN liAS: I X I ACCEPTED AS FILED
DATE 09-05-2005
I I CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R.e1 Estat. (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. MortgageslNotes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. ~olntly Owned Property (Schedule f)
7. Transfers [Schedule G)
8. Total Assets
III
121
131
141
IS)
161
(71
.00
66.000.00
.00
.00
73.380.23
47,570.00
13,895.93
181
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/A~. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Li~iliti.s/Liens [Schedule I)
11. Total Deductions
12. Net Velue of Tex Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previously, lines 14, IS and,or 16, 17, 18 and
reflect ~igures ~hat include the total o~ ALL returns assessed tD date.
ASSESSMENT OF TAX:
IS. Allount of Line 14 at Spousal rate (15)
16. A.ount of Line 14 taxabl. .t Lineal/Class A rate (16)
17. A"""nt of Line 14 at Sibling rat. 1171
18. Anount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principel Tax Due
NOTE:
(9)
1101
6,023.29
457.48
1111
1121
1131
114)
.00
100,609.20
.00
93,756.19
X 00 =
X 045 =
X 12 =
X 15 =
1191=
NUIIBER
CD005342
INTEREST/PEN PAID I-I
929.54
DATE
05-18-2005
AIlOUNT PAID
17,661.30
~
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your accountl
suboolt the ....".r portion
of this for. with your
tax p.~nt.
200,846.16
6.480 77
194,365.39
.0.0
194,365.39
19 will
.00
4,527.14
.00
14,063.43
18,590.84
18,590.84
.00
.00
.00
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR T~TIPI~Tnuc. "\