HomeMy WebLinkAbout10-24-05
BUREAU OF INDIVIDUAI:.'TA)(ES -" (-,
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
!~'~ if
'.: i.)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
WILBERT fi BOMGARDNER
APT 2
2556 HOPE DR
ERIE
PA 16510
ESTATE OF MCCANN
-
REV-1547 EX AFP (06-05)
HElEN
A
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
10-18-2005
MCCANN
05-31-2005
21 05-0500
CUMBERLAND
101
APPEAL DATE: 12-17-2005
( See reverse side under Objections)
Amount Remittedr I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
fYr_~~9~9_r~~~_~~~~------~___~~r~!~_~9~~~_~9~r!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
HElEN A FILE NO. 21 05-0500 ACN 101
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
U)
(2)
(3)
(4)
(5)
(6)
(7)
.00
L 971. 00
.00
.00
192.063.00
.00
.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)
UO)
17,901.00
11 .868.00
(11)
(2)
(3)
(4)
DATE 10-18-2005
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
194,035.00
?9.769 00
164,266.00
.00
164,266.00
1+) AHOUNT PAID
DATE ~ NUHBER INTEREST/PEN PAID (_)
07-28-2005 '" CD005629 1,170.40 22,238.00
TOTAL TAX CREDIT 23,408.40
BALANCE OF TAX DUE .40CR
INTEREST AND PEN. .00
TOTAL DUE .40CR
NOTE: IT an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reTlect Tigures that include the total oT 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
.00 X 045 = .00
41,067.00 X 12 = 4,928.00
123,199.00 X 15 = 18,480.00
(9)= 23,408.00
· 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" ICR), YOU HAY BE DulfV\.
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)