HomeMy WebLinkAbout10-07-05
10-10-2005
SADOWSKI
05-21-2005
21 05-0497
CUMBERLAND
101
APPEAL DATE: 12-09-2005
( 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
9~!_~~9~9_!~~~_~~~~______~___~~!~!~_~~~~~_~~~!!~~_f~~_y~y~_~~~~~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
EDWARD F FILE NO. 21 05-0497 ACN 101 DATE 10-10-2005
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
.
"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.~. : "-,Norttlr'Ofi(lNHERITANCE TAX
APPRAIsEHENT,.AllowANCE OR DISALLOWANCE
OF DEDUCT~ONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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i
J
i: p~TE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROGER B IRWIN ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
PA 17013
ESTATE OF
SADOWSKI
REV-1547 EX AFP (06-05)
EDWARD
F
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL 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
TAX CREDITS:
.00 X 00 = .00
.00 X 045 = .00
16,830.42 X 12 = 2,019.65
17,936.52 X 15 = 2,690.48
(19)= 4,710.13
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
40.051.22
1,106.11
.00
(8)
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
(9)
(10)
6,190.17
200.22
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
41,157.33
6.390 39
34,766.94
.00
34,766.94
~~~. . T+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-01-2005 CD005640 234.68 4,458.84
PAYMENT MUST BE MADE BY 02-21-2006*. TOTAL TAX CREDIT 4,693.52
BALANCE OF TAX DUE 16.61
INTEREST AND PEN. .00
TOTAL DUE 16.61
· 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 DUEL\" '
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
,
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Sadowski, Edward F.
FILE NUMBER
Daniel Heck
ACN
2105-0497
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
F 1
Jointly held assets are taxable outright to the beneficiarylies before determining residue.
ROW
Page 1