HomeMy WebLinkAbout10-19-05
10-10-2005
BAUER
01-06-2005
21 05-0035
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
DUANE D FILE NO. 21 05-0035 ACN 101
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BUREAU OF INDIVIDUAL TAXES ',"'.
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r,,-
','NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
j C-' 13
., 1" "'7
, i i J. (.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROBERT E MYERS
100 YORK RD
NEW CUMBERLAND
PA 17070
ESTATE OF
BAUER
REV-1547 EX AFP (06-05)
DUANE
D
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 10-10-2005
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~ ~ 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:
Ktt;EIPT (+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
04-01-2005 CD005145 582.79 15,300.00
TOTAL TAX CREDIT 15,882.79
BALANCE OF TAX DUE 4,226.95CR
INTEREST AND PEN. .00
TOTAL DUE 4,226.95CR
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)
S. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
ll)
(2)
(3)
(4)
(5)
(6)
(7)
150,000.00
207.264.74
.00
.00
31. 500.00
65.688.32
.00
(8)
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
(9)
llO)
28,168.25
.00
(11)
ll2)
ll3)
ll4)
NOTE:
167,266.32
259,018.49
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
ll9)=
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
454,453.06
28.168 ;;-5
426,284.81
.00
426,284.81
.00
11,655.84
.00
.00
11,655.84
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE .^^
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) l: f-
-