HomeMy WebLinkAbout10-03-05
10-03-2005
READ
05-20-2005
21 05-0638
CUMBERLAND
101
APPEAL DATE: 12-02-2005
( 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:osj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JULIA L FILE NO. 21 05-0638 ACN 101
BUREAU OF INDIVIDQIO.~(TAXE~'
INHERITANCE TAX DIVISION. '.
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'), n
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
,~
JAMES R LANDIS
527 BRIGHTON PL
MECHANICSBURG
PA 17055
ESTATE OF
READ
.
REV-1547 EX AFP (06-05J
JULIA
L
TAX RETURN WAS: (X I ACCEPTED AS FILED
CHANGED
DATE 10-03-2005
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 ALL returns assessed to date.
ASSESSMENT OF TAX: .00
15. Aaount of Line 14 at Spousal rate 1151 X 00 = .00
16. Aaount of Line 14 taxable at Lineal/Class A rate 116J 28,895.18 X 045 = 1,300.28
17. Aaount of Line 14 at Sibling rate (17) .00 X 12 = .00
IS. Amount of Line 14 taxable at Collateral/Class B rate llSI .00 X 15 = .00
19. Principal Tax Due 119J= 1,300.28
TAX CREDITS:
"'.nn,,", """".Lr, \+1 AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-J
07-19-2005 -...... CD005589 65.01 1,235.27
TOTAL TAX CREDIT 1,300.28
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule Al
2. Stocks end Bonds (Schedule BI
3. Closely Held Stock/Partnership Interest (Schedule CI
4. Mortgages/Notes Receivable (Schedule OJ
5. Cash/Bank Deposits/Misc. Personel Property (Schedule EJ
6. Jointly Owned Property (Schedule FJ
7. Transfers (Schedule GJ
S. Totel Assets
III
(21
(3J
(41
(51
(6J
(7J
.00
.00
.00
.00
.00
36.740.18
.00
ISJ
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule HJ
10. Debts/Mortgage Liebilities/Liens (Schedule IJ
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governaental Bequests; Non-elected 9113 Trusts (Schedule JJ
14. Net Value of Estate Subject to Tax
(9J
1l0J
7,845.00
00
IllJ
112J
113J
114J
· 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 fora with your
tax payment.
36,740.18
7.845 nn
28,895.18
.00
28,895.18
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.J
Pt.