HomeMy WebLinkAbout11-28-05
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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_".,,;"1';:0 \.\:_\</:. NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE~,.~I)~)r,\/:J '~_ ,AI:'RRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 'OF DEDUCTI ONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
11-21-2005
HARDING
03-06-2005
21 05- 0272
CUMBERLAND
101
APPEAL DATE: 01-20-2006
( See reverse side under Objections)
Amount 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
n' '. r:'-' (\1"0
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r
ROBERT G FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
PA 17013
REV-1547 EX AFP (06-05)
JUVENEL IA
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 HARDING JUVENELlA FILE NO. 21 05-0272 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
(I)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
.00
10.992.00
.00
.00
83.740.00
51.470.00
.00
(8)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
146,202.00
8,902.00
.00
(11)
(12)
(13)
(14)
R.90?OO
137,300.00
.00
137,300.00
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:
(15) .00 X 00 .00
(16) 136,300.00 X 045 = 6,134.00
(17) .00 X 12 = .00
(18) 1,000.00 X 15 = 150.00
(19)= 6,284.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-09-2005 CD005787 .00 6,284.00
TOTAL TAX CREDIT 6,284.00
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.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE C
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)