HomeMy WebLinkAbout09-23-05
09-26-2005
SPIER
05-11-2005
21 05-0467
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
~Y!_~~9~~_!~~~-~~~~------~___~~!~!~_~9~~~_~g~!!9~_E9~_ygY~_~~99~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
GRACE I FILE NO. 21 05-0467 ACN 101
~-,""-"" ,.-.., --, "-. ~--,
BUREAU OF INDIVIDUAL iAxES '
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,-,c-~~,~ '" NOTICE OF INHERITANCE TAX
" 'APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
I. ~:-.J
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JOHN MEAKIN
MARKET SQUARE
MECHANICSBURG
BLDG
PA 17055
ESTATE OF
SPIER
REV-1547 EX AFP [06-05)
GRACE
I
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. Reel Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
ll)
(2)
(3)
(4)
(5)
(6)
(7)
.00
123.055.38
.00
.00
349.906.70
10,004.58
.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-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
1l0)
14,038.50
272 . 94
(11)
112)
113)
114)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
482,966.66
14.311 44
468,655.22
.00
468,655.22
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~1gures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal rate IlS) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate 116) 468,655.22 X 045 = 21,089.48
17. Amount of Line 14 at Sibling rate 117) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate 118) .00 X 15 = .00
19. Principal Tax Due 119)= 21,089.48
TAX CREDITS:
..~... " (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
08 08-2005 " CD005664 1, 054 . 47 20,035.01
TOTAL TAX CREDIT 21,089.48
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INOICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
RA
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)