HomeMy WebLinkAbout10-03-05
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
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REV-1547 EX AFP (06-05)
KATHLEEN K SHAULIS
SHAULIS LAW OFFICE
44 S HANOVER ST
CARLISLE
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MARY
T
10-03-2005
GARNER
03-07-2005
21 05-0341
CUMBERLAND
101
APPEAL DATE: 12-02-2005
(See reverse side under Objections)
Amount Remitted I 1
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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REV-IS47 EX AFP (03-0S) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY T FILE NO. 21 05-0341 ACN 101
,~
PA 17013
ESTATE OF
GARNER
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 10-03-2005
) CHANGED
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 Stoek/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Sehedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Sehedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
178.211.48
220,682.57
.00
(8)
NOTE: To insure proper
credit to your aceount,
submit the upper portion
of this form with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Sehedule H)
10. Debts/Mortgage Liabilities/Liens (Sehedule 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
398,894.05
(9)
(10)
7,830.97
2.104.15
(11)
(12)
(13)
(14)
9.931} 12
388,958.93
.00
388,958.93
NOTE: IT an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will
reTlect Tigures that include the total OT ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (171
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
388,958.93 X 045 = 17,503.11
.00 X 12 = .00
.00 X 15 = .00
(19)= 17,503.11
TAX ~REDIlli
. "...~.... NiIHB-ER " ,+ J AMOUNT PAID
DATE INTEREST/PEN PAID (_)
05-18-2005 CD005338 875.16 17,550.00
TOTAL TAX CREDIT 18,425.16
BALANCE OF TAX DUE 922.05CR
INTEREST AND PEN. .00
TOTAL DUE 922.05CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( 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 FORH FOR INSTRUCTIONS.)
Rt.