HomeMy WebLinkAbout10-28-05
10-31-2005
HELMICK
04-12-2005
21 05-0364
CUMBERLAND
101
APPEAL DATE: 12-30-2005
(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 +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
RUTH P FILE NO. 21 05-0364 ACN 101
BUREAU OF INDIVIDUJU.: TA)(~,-
INHERITANCE TAX DIVISION ' . ...' L.'
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
-, APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
~~ 2 C
r:'
I j I
2:25
JEAN D ,SEIBERT
WION EIAL
109 LOCUST ST
HBG
ESQ
PA 17101
ESTATE OF
HELMICK
REV-1547 EX AFP (06-05)
RUTH
P
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 10-31-2005
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
.00
.00
.00
70,249.96
31. 181. 26
.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/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
5,006.81
9.573.05
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
101,431.22
14.579 86
86,851.36
100.00
86,751. 36
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 (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
.00 X 00 = .00
86,751.36 X 045 = 3,903.81
.00 X 12 = .00
.00 X 15 = .00
(19)= 3,903.81
. n'''~n ..~........ . (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-12-2005 .. .. CD005554 192.11 3,650.00
08-16-2005 " CD005703 .00 61.71
TOTAL TAX CREDIT 3,903.82
BALANCE OF TAX DUE .01CR
INTEREST AND PEN. .00
TOTAL DUE .01CR
· 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 DUrf<f..
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)