HomeMy WebLinkAbout09-23-05
09-26-2005
PONTIUS
01-30-2005
21 05-0112
CUMBERLAND
101
APPEAL DATE: 11-25-2005
( 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
~~!_~~~~~_!~l~_~l~~____--~---~g!~!~_~9~g~_~9~!!9~_~9~_Y9~~_~g~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EDNA D FILE NO. 21 05-0112 ACN 101
BUREAU OF INDIVIDUALrt4XES'-
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
,......"c--',.,....
~ ,".
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
-: :j
LAWRENC~ J NEARY ESQ
108-112 WALNUT ST
HBG PA 17101
ESTATE OF
PONTIUS
REV-lS47 EX AFP (06-05)
EDNA
D
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
DATE 09-26-2005
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 Cl
4. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule Gl
8. Total Assets
ll)
(2l
(3l
(4l
(S)
(6)
(7)
68,000.00
.00
.00
.00
131. 896.37
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-alected 9113 Trusts (Schedule Jl
14. Net Value of Estate Subject to Tax
(9l
1l0l
9,618.49
2.412.64
(lll
112l
113)
114l
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
199,896.37
1;;>.031 13
187,865.24
.00
187,865.24
NOTE: 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:
lS. Amount of Line 14 at Spousal rate IlSl .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rata 116l 187,865.24 X 045 = 8,453.94
17. Amount of Line 14 at Sibling rate 117} .00 X 12 = .00
18. Amount of Lina 14 taxabla at Collateral/Class B rata 118} .00 X 15 = .00
19. Principal Tax Due 119l= 8,453.94
TAX CREDITS:
CO" .....A , -. " T+ J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
04 25-2005 ' CD005263 263.16 5,000.00
07-08-2005 " CDo05541 .00 3,198.16
TOTAL TAX CREDIT 8,461.32
BALANCE OF TAX DUE 7.38CR
INTEREST AND PEN. .00
TOTAL DUE 7.38CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
RK.
IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.l