HomeMy WebLinkAbout09-23-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAl'~'fAXE&'
INHERITANCE TAX DIVISID~ .
PO BOX 280601
HARRISBURG PA 17128-0601
.,-'.~-'r""
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-26-2005
SOMMER
04-13-2005
21 05-0602
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 +--
REv:is47-Ex-AFP-coi:osl-NOTICE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY A FILE NO. 21 05-0602 ACN 101
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses ISchedule H)
10. Debts/Mo~tgage Liabilities/Liens ISchedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~iteble/Gove~nmental Bequests; Non-elected 9113 T~usts ISchedule J)
14. Net Value of Estate Subject to Tax
J
JAMES DBOGAR
BOGAR & HIPP LAW
1 WEST MAIN ST
SHIREMANSTOWN
OFFCS
PA 17011
ESTATE OF
SOMMER
TAX RETURN WAS: I X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate ISchedule A)
2. Stocks and Bonds ISchedule B)
3. Closely Held Stock/Pa~tne~ship Inte~est ISchedule C)
4. Mo~tgages/Notes Receivable ISchedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty ISchedule E)
6. Jointly Owned P~ope~ty ISchedule F)
7. T~ansfe~s ISchedule G)
8. Total Assets
NOTE:
If an assessment was issued previously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at
17. Amount of Line 14 at Sibling
18. Amount of Line 14 taxable at
19. P~incipal Tax Due
TAX CREDITS:
Lineal/Class A ~ate
~ate
Collate~al/Class B ~ate
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
III
.00
.00
.00
.00
4.252.59
264,824.09
.00
(8)
REV-1547 EX AFP 106-05)
MARY
A
(9)
(10)
1, 962.50
DATE 09-26-2005
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
269,076.68
1.962 50
267,114.18
.00
267,114.18
14, IS and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
12,020.14
.00
.00
12,020.14
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
Pi-
nn n~n , ,,~..~..... I+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID 1-)
07 06-2005 ..... CD005528 454.95 8,644.04
07-06-2005 ..... CD005529 146.06 2,775.09
TOTAL TAX CREDIT 12,020.14
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
.00
Ill)
(12)
(13)
(14)
(15)
(16)
I1ll
(18)
.00 X 00 =
267,114.18 X 045 =
.00 X 12 =
.00 X 15 =
(19)=