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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,"rr,~"<T', i','NR;rtcr-,OF INHERITANCE TAX
>-,,' ,;I\PPRAlSEMEtfT. ALLOWANCE OR DISALLOWANCE
- . OF' DEDUCTIoNs AND ASSESSMENT OF TAX
@(Q).
10-18-2005
GATES
02-04-2005
21 05-0211
CUMBERLAND
101
APPEAL DATE: 12-17-2005
(See reverse side under Objections)
Amount Rem:l.tted I I. r 7 S. 00 ~
MAKE CHECK PAYABLE AND REMIT PAY~ENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
RE": iii.7 '" EX -iFP- (03:053 - NOTicE- OF -it~HERiTi'tNCi-TA}( APPRAiiiJtiNT: - iiiifiJANci- DR - - '" -.-!"- - u,. - - '" - '"
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
LLOYD C FILE NO. 21 05-0211 ACN 101
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU Of INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
- -,
::: 05
i,f'
DUANE P STONE ESQ
D P STONE LAW OFCS
PO BOX 696
DILLSBURG
PA 17019
ESTATE OF GATES
TAX RETURN WAS: ( ) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Reel Estata (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule f)
7. Transfers (Schedule G)
8. Tot.l Assets
REV-1547 EX AFP (06-05)
LLOYD
C
( X) CHANGED
DATE 10-18-2005
I
SEE ATTACHeD NOTICE
1
(1)
(2)
(3)
(4)
lS)
(6)
(7)
.00
.00
.00
.00
66.823.56
41.666.67
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Totel Deductions
12. Net Value of Tex Return
13. Charitable/Governmentel Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estete Subject to Tax
I~ an assessment was :l.ssued prev:l.ous1y, 1:1.nes 14, 15 arid'or 16, 17, 18 and
re~lect ~igures that include the total ~ Abb 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 rat. (16)
17. Amount of Line 14 at Sibling rat. (17)
18. Amount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
NOTE:
DATE
07-27-200
NUMBER
CD005621
INTEREST/PEN PAID (-)
.00
PAYMENT MUST BE MADE BY 11-04-2005~.
· If PAID AFTER DATE INDICATED. SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST.
12,417.53
1.164.88
(11)
(2)
(3)
(4)
(9)
nO)
.00 X
94.907.82 x
.00 X
.00 X
00 =
045 =
12 =
15 =
NOTE: TOlinsure proper
credit t. your account.
submit t~. upper portion
of this form with your
tax peYII+nt.
1O~.490.23
1,~.582 41
n.907.82
.00
94.907.82
19 ",:1.11
.00
4.270.85
.00
.00
4.270.85
2J395.85
1~875.00
.00
1..875.00
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REfUND. SEE REVERSE SIDE OF THTS FDIlM FnD TNOlTD'IrTTn.'.. ,
(19)=
AMOUNT PAID
2,395.85
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE