HomeMy WebLinkAbout11-28-05
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COMMONWEALTH OF PENNSYLVANIA
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0::r,\:~~I2,t,\J ,~)\~\-':f'" ': NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL \"'~~E$""-:" 'APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION,...,,' OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 t'" 3~ oS
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11-21-2005
NEER
01-27-2005
21 05-0097
CUMBERLAND
101
APPEAL DATE: 01-20 -2006
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
tjr.r'._~,
L\' ..
r.'
JOSEPH D BUCKLEY
1237 HOLLY PIKE
CARLISLE
PA 17013
*'
REV-1547 EX AFP (06-05)
RUTH
E
TO:
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
ESTATE OF NEER RUTH E FILE NO. 21 05-0097 ACN 101 DATE 11-21-2005
T AX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
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)
97,000.00
589,684.92
.00
.00
5,125.00
.00
.00
(8)
24,367.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. 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)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
691,810.00
74.417.00
667,398.00
.00
667,398.00
NOTE: If an assess.ent 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. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
45.00
(11)
(12)
(13)
(14)
(15) .00 X 00 .00
(16) .00 X 045 = .00
(17) 547,398.00 X 12 = 65,687.76
(18) 120,000.00 X 15 = 18,000.00
(19)= 83,687.76
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-17-2005 CD004963 3,684.21 70,000.00
04-20-2005 CD005232 500.18 9,503.37
TOTAL TAX CREDIT 83,687.76
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. A.'
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUEI~'tl
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) \J