HomeMy WebLinkAbout10-19-05
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
.~AR1M~NT OF REVENUE
) :,~dT~E \:OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
10-10-2005
WATSON
03-28-2005
21 05-0312
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
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CLARENCE H FILE NO. 21 05-0312 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
t'i'" ,~
; ;'.B
JAN
JAN
845
HBG
L BROWN
L BROWN & ASSOCS
SIR THOMAS CT 12
PA 17109
ESTATE OF
WATSON
REV-1547 EX AFP (06-05)
CLARENCE
H
TAX RETURN WAS: (X) ACCEPTED AS FILED
DATE 10-10-2005
) 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. 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)
121,900.00
2.049.12
.00
.00
7.483.60
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
23,283.30
55.328.81
(11)
(12)
(13)
(14)
(9)
(10)
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
131,432.72
78.612 11
52,820.61
.00
52,820.61
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate
16. Anount of Line 14 taxable at Lineal/Class A rate
17. Anount of Line 14 at Sibling rate
18. Anount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) .00 X 00 = .00
(16) 52,820.61 X 045 = 2,376.93
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 2,376.93
, n, ,,~~~~. l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-27-2005 CD005494 118.85 2,400.00
TOTAL TAX CREDIT 2,518.85
BALANCE OF TAX DUE 141. 92CR
INTEREST AND PEN. .00
TOTAL DUE 141.92CR
. 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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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