HomeMy WebLinkAbout10-19-05
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEP~~TMENT OF REVENUE
r..........:'....\, ;'
r,r~'"'r,Dr'[i ::\~OtJ;CEOF INHERITANCE TAX
f!:>_''-' AF'PRAtSEItENT; ALLOWANCE OR DISALLOWANCE
' OF DEDUCTIONS AND ASSESSHENT OF TAX
10-10-2005
TRUSCOTT
02-16-2005
21 05-0174
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
~Y!_~~9~~_!~!~-~!~~------~---~~!~!~_~9~~~_~9~!!9~_E9~_Y9Y~_~~~9~P~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CLEO R FILE NO. 21 05-0174 ACN 101
i'~ f)
\.I
REV-1547 EX AFP (06-05)
DAVID J LENOX
THE WILEY GROUP
130 W CHURCH ST
DIlLSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLEO
R
PA 17019
ESTATE OF
TRUSCOTT
DATE 10-10-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
178,600.71
7.580.45
.00
.00
17.195.97
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule 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 (Schedule J)
14. Net Value of Estate Subject to Tax
203,377 .13
(9)
ClO)
46,027.66
1.094.92
(11)
Cl2)
Cl3)
Cl4)
47.12::> 58
156,254.55
.00
156,254.55
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
156,254.55 X 045 = 7,031.45
.00 X 12 = .00
.00 X 15 = .00
Cl9)= 7,031.45
." (+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
05-16-2005 CD005323 351.57 7,200.00
TOTAL TAX CREDIT 7,551.57
BALANCE OF TAX DUE 520.12eR
INTEREST AND PEN. .00
TOTAL DUE 520.12CR
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE f\ r
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) LI