HomeMy WebLinkAbout09-23-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
~PPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
09-26-2005
BAKER
04-11-2005
21 05-0405
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:is4'-Ex-AFP-coi:osj-NoTlcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GOLDIE M FILE NO. 21 05-0405 ACN 101
BUREAU OF INDIVIDUAL ,TI\/CIiS' - -:-'
INHERITANCE TAX DIVISIDN -
PD BDX 2B060I
HARRISBURG PA 17128-0601
."'..""I;"">,r-
ROBERT M FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
PA 17013
ESTATE OF
BAKER
DATE 09-26-2005
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/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
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CHANGED
11)
(2)
(3)
(4)
(5)
(6)
(7)
130,040.00
.00
.00
.00
83.940.00
.00
30,151. 00
(8)
REV-1547 EX AFP [06-05)
GOLDIE
M
(9)
110)
10,339.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
244,131.00
11."0" on
232,929.00
.00
232,929.00
NOTE: IT an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reTlect Tigures that include the total OT ~ 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 (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
863.00
(11)
112)
113)
114)
.00 X 00 = .00
232,929.00 X 045 = 10,482.00
.00 X 12 = .00
.00 X 15 = .00
119)= 10,482.00
TAX CREDITS:
I"AYMI:NI ,,<:...<:...., 1+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-08-2005 .... CD005538 524 . 10 9,958.00
TOTAL TAX CREDIT 10,482.10
BALANCE OF TAX DUE .10CR
INTEREST AND PEN. .00
TOTAL DUE .10CR
· 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 FORM FOR INSTRUCTIONS.)
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