HomeMy WebLinkAbout09-23-05
09-26-2005
TALLEY
04-15-2005
21 05-0469
CUMBERLAND
101
APPEAL DATE: 11-25-2005
( See reverse side under Objections)
Amount Remittedl 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
HElEN M FILE NO. 21 05-0469 ACN 101 DATE 09-26-2005
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
,... _. "'. c.' ~...," ~.._\
, BUREAU OF INDIVIDVAt tAXES. .
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
rH' .
! .
-'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
STEVEN $- TALLEY
1193 KINGSLEY RD
CAMP HIll
PA 17011
ESTATE OF
TAllEY
-
REV-1547 EX AFP (06-05)
HElEN
M
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedula A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedula C)
4. Hortgagas/Notes Raceivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedula G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
17>
122,589.00
1.238.00
.00
.00
800.00
18,685.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expensas ISchedule 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 ISchedule J)
14. Net Value of Estate Subject to Tex
(9)
(10)
7,971.00
3.087 00
(11)
(12)
(13)
(14)
NOTE: IT an assessment was issued previoUsly, lines
reTlect Tigures that include the total oT ALL
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
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
143,312.00
]] O'iS 00
132,254.00
.00
132,254.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
TAX CREDUS:
""',__,_c", .. (+ J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (_I
07-15-2005 ..... CD005570 297.57 5,926.00
TOTAL TAX CREDIT 6,223.57
BALANCE OF TAX DUE 272 .14CR
INTEREST AND PEN. .00
TOTAL DUE 272.14CR
.00 X 00 =
132,254.00 X 045 =
.OOX 12 =
.00x15=
(19)=
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
5,951.43
.00
.00
5,951.43
I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
-
REV-1470 EX (6-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrs NAME
INHERITANCE TAX
EXPLANA TION
OF CHANGES
REVIEWED BY
Helen M Talley
FILE NUMBER
Sandra J Eslinger
ACN
2105-0469
101
ITEM
SCHEDULE NO.
E 2-3
EXPLANATION OF CHANGES
The proceeds of life insurance policies on the life of the decedent are not SUbject to tax in
the decedent's estate.
Page 1
ROW