HomeMy WebLinkAbout11-28-05
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COMMONWEALTH OF PENNSYLVANIA
\ . r~ DEPARTMENT OF REVENUE
r"\'\\:\) O'tt\CL: NOTICE OF INHERITANCE TAX
TAXE~\rI.J\.-,,\)\_j ~ \AP,PRAISEMENT, ALLOWANCE OR DISALLOWANCE
O~ DEDUCTIONS AND ASSESSMENT OF TAX
11-21-2005
LIBHART
04-17-2005
21 05-0418
CUMBERLAND
101
APPEAL DATE: 01-20-2006
( See reverse side under Objections)
A.ount Re.itted! 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
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
'2\1 ~\I\ '3: Db
I')nr.'::
t..'}\)J
LINUS E FENICLE
REAGER & ADLER
2331 MARKET ST
CAMP HILL
PA 17011
REV-1547 EX AFP (06-05)
MARY
R
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 LIBHART MARY R FILE NO. 21 05-0418 ACN 101 DATE 11-21-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) 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.
10.
II.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
18,595.70
.00
131,720.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
150,315.70
(9)
(10)
7,196.29
77 .02
(11)
(12)
(13)
(14)
7.:n3.31
143,042.39
1,000.00
142,042.39
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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 !hh 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
(15) .00 X DO .00
(16) 142,042.39 X 045 = 6.391.91
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 6.391.91
TAX CREDITS:
PAYMENT RECEIPT -DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-23-2005 CD005830 .00 6.391.91
TOTAL TAX CREDIT 6,391.91
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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)