HomeMy WebLinkAbout11-04-05
BUREAU OF INDIVIDUAL 'TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-1547 EX AFP (06-05)
11-07-2005
WHITTEN
12-27-2004
21 05-0002
CUMBERLAND
101
APPEAL DATE: 01-06-2006
( 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
~Y!_~~9~~_!~~~-~~~~------~-__~~r~!~_~9~~~_~9~r!9~_~9~_Y9Y~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BETTY K FILE NO. 21 05-0002 ACN 101
SEAN M SHULTZ ESQ
KNIGHT & ASSOCS
11 ROADWAY DR STE B
CARLISLE PA
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BETTY
K
17013
ESTATE OF
WHITTEN
DATE 11-07-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
} CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (I)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Hortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental BequestSj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
.00
.00
674.00
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
674.00
NOTE: 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:
.00
.00
(ll)
112}
113}
(14)
00
674.00
.00
24,735.18
l+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
03-27-2005 "- CD005120 52.63 1,000.00
06-29-2005 ........ CD005516 .00 30.12
09-26-2005 '. CD005847 .00 30.33
TOTAL TAX CREDIT 1,113.08
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
.00 X 00 = .00
24,735.18 X 045 = 1,113.08
.00 X 12 = .00
.00 X 15 = .00
119}= 1,113.08
· 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"" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)