HomeMy WebLinkAbout09-23-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
'APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
" OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-19-2005
KELLY
12-31-2004
21 05-0058
CUMBERLAND
101
APPEAL DATE: 11-18-2005
( 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
9~!_~~9~~_!~~~_~~~~______~___~~!~!~_~Q~~~_~Q~!!Q~_~Q~_YQ~~_~~~Q~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY FILE NO. 21 05-0058 ACN 101
BUREAU OF INDIVIDUAL ~~s~
INHERITANCE TAX DIVISIDN '_",,'
PD BDX 2B0601
HARRISBURG PA 17128-0601
;:1 :
I; 4
GARY L JAM"-S
JAMES HAL
134 SIPE AVE
HUMMELSTOWN
PA 17036
ESTATE OF
KELLY
REV-1547 EX AFP (06-051
MARY
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 09-19-2005
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Dabts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
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. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
NOTE:
I~ an assessment was issued previously. lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Tax Due
TAX C
+
INTEREST/PEN PAID (-)
1,710.53
.00
DATE
03-17-2005
07-11-2005
NUMBER
'- CD005085
" CD005553
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
CHANGED
1I)
(2)
(3)
(4)
(5)
(6)
(7)
.00
595.019.30
.00
.00
319.992.08
1. 783.53
.00
(8)
NOTE: To insure proper
credit to Your account,
submit the upper portion
of this form with your
tax payment.
916,794.91
?O.OOO 78
896,794.13
.00
896,794.13
14. 15 and/or 16. 17. 18 and 19 will
returns assessed to date.
.00
40,355.74
.00
.00
40,355.74
40,355.74
.00
.00
.00
~
(9)
1I0)
19,535.78
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" ICR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF TMIS FORM FOR INSTRUCTIONS.)
465.00
Ill)
1I2)
1I3)
1I4)
1I5)
(16)
1I7)
1I8)
.OOXOO=
896,794.13 X 045=
.00XI2=
.00xI5=
1I9 )=
AMOUNT PAID
32,500.00
6,145.21
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE