HomeMy WebLinkAbout10-19-05
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~l~~rQF IlNHERITANCE TAX
OP(P.ffi!$li1Ur,,'AtLOWANCE OR DISALLOWANCE
"'.->J)f.DEDVCTIONS AND ASSESSMENT OF TAX
'. ";: ,"; 3>>A TE
,: l.' I
. ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-18-2005
LOWTHER
05-13-2005
21 05-0555
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 +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ROMEYN M FILE NO. 21 05-0555 ACN 101 DATE 10-18-2005
TAX RETURN WAS: [ ) ACCEPTED AS FILED [ X) CHANGED SEE ATTACHED NOTICE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
'J n'~ S ~,; ('~.-.
i_ '.", ~ . -
(~
JOSEPH WILLIAM LOWTHER
54 OLD FARM RD
CAMP HILL
.r
PA 17011
ESTATE OF
LOWTHER
REV-1547 EX AFP (06-05)
ROMEYN
M
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
304.434.53
.00
.00
9.457.58
5.945.04
.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)
3,694.24
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
319,837.15
12.676 00
307,161.15
.00
307,161.15
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. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
8.981.76
(11)
(12)
(13)
(14)
(15) .00 X 00 = .00
(16) 307,161.15 X 045 = 13,822.25
(17J .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 13,822.25
l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID [-)
08-04-2005 CD005649 686.39 13,041.45
PAYMENT MUST BE MADE BY 02-13-2006*. TOTAL TAX CREDIT 13,727.84
BALANCE OF TAX DUE 94.41
INTEREST AND PEN. .00
TOTAL DUE 94.41
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
[ IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. r\~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CR), YOU MAY BE DUE\J
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
-
RE,.1470 E< (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
Romeyn M Lowther
REVIEWED BY
ACN
2105-0555
101
Deborah Washington
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
H A-3 The deduction for travel expenses has been disallowed. The executor or administrator of
the estate is the only person entitled to claim these expenses in conjunction with the
administration of the estate.
ROW
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