HomeMy WebLinkAbout09-23-05
09-26-2005
SIMMONS JR
02-02-2005
21 05-0139
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
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:is47-Ex-AFP-ioi:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAIsEHENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
SAMUEL M FILE NO. 21 05-0139 ACN 101
BUREAU OF INDIVIDUAL Cf-AXI"Sr;~. _. '"'
INHERITANCE TAX DIVISION . '.:.: r
PO BOX 2B0601 .
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
.-n,...rAPPRAISEMENT, ALLOWANCE OR DISALLOWANCE
... 'OF DEDUCTIONS AND ASSESSMENT OF TAX
'"
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JAMES D B.O,GAR
BOGAR 8 HIPP LAW
1 WEST MAIN ST
SHIREMANSTOWN
OFFCS
PA 17011
ESTATE OF
SIMMONS JR
REV-1547 EX AFP (06-05J
SAMUEL
M
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
DATE 09-26-2005
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ Abh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14
1&. Amount of Line 14
17. Amount of Line 14
18. Amount of Line 14
19. Principal Tax Due
TAX CREDITS:
I"AJ"t:NI "'t:l;t:~1'1 '+J AMOUNT PAID
DATE , NUMBER INTEREST/PEN PAID (-)
04-28 2005 ' CD005258 2,701.48 51,513.75
TOTAL TAX CREDIT 54,215.23
BALANCE OF TAX DUE 185.66CR
INTEREST AND PEN. .00
TOTAL DUE 185.66CR
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)
&. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
ll}
(2)
(3)
(4)
(5)
(&)
(7)
1,115,000.00
13.174.40
.00
.00
117.069.08
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Totel 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
(9)
110)
30,677.09
NOTE:
13.909.28
(ll)
(12)
113}
114}
at Spousal rate
taxable at Lineal/Class A rate
at Sibling rate
taxable at Collateral/Class B rate
.00
1,200,657.11
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
115}
11&)
117>
118}
119}=
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax pay..ent.
1,245,243.48
44.1;86 37
1,200,657.11
.00
1,200,657.11
.00
54,029.57
.00
.00
54,029.57
QJ..
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)