HomeMy WebLinkAbout10-19-05
10-18-2005
GATES
02-04-2005
21 05-0211
CUMBERLAND
101
APPEAL DATE: 12-17-2005
(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-C03:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEHENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LLOYD C FILE NO. 21 05-0211 ACN 101 DATE 10-18-2005
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ r.,,~-,-,r', \'\~t~~E IoF INHERITANCE TAX
r-,\::: ,'APJ:.RAISEI1ENt, ALLOWANCE OR DISALLOWANCE
" Of DEDUCTIONS AND ASSESSI1ENT OF TAX
,I
.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
""''0
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'In"',
\ S
., \
. _ ~ \ i
DUANE P STONE
D P STONE LAW
PO BOX 696
DILLSBURG
ESQ
OFCS
('
PA 17019
ESTATE OF
GATES
REV-1547 EX AFP (06-05)
LLOYD
C
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. 110rtgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/l1isc. 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
66.823.56
41.666.67
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/l1isc. 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)
12,417.53
1.164.88
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portic
of this form with your
tax payment.
108,490.23
13.582 41
94,907.82
.00
94,907.82
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
NOTE: If an assessment was issued previously, lines
reflect figures that include the total of ~
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 =
94,907.82 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
4,270.85
.00
.00
4,270.85
.
I<C,,"C.Lr T+T AI10UNT PAID
DATE NUI1BER INTEREST/PEN PAID (-)
07-27-2005 CD005621 .00 2,395.85
PAYMENT MUST BE MADE BY 11-04-2005*. TOTAL TAX CREDIT 2,395.85
BALANCE OF TAX DUE 1.875.00
INTEREST AND PEN. .00
TOTAL DUE 1.875.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYI1ENT IS REQUIRED. (
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU I1AY BE DUt-
A REFUND. SEE REVERSE SIDE OF THIS FORI1 FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
l
REV-'470 EX (6-88)
~
REVIEWED BY
ITEM
SCHEDULE NO.
F 1
INHERITANCE TAX
EXPLANATION
OF CHANGES
FILE NUMBER
LLOYD C GATES
ACN
John Kealy
EXPLANATION OF CHANGES
The decedent's one third interest in the real estate is subjecUo tax.
ROW
2105-0211
101
Page 1