HomeMy WebLinkAbout12-02-05
11-28-2005
BISHOP
02-14-2005
21 05-0188
CUMBERLAND
101
APPEAL DATE: 01-27-2006
( 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
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
PEARL R FILE NO. 21 05-0188 ACN 101 DATE 11-28-2005
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
n~(\^~~,'-r> rr"Tu:l- ~OTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,~h! J'1! ;i-I ) i >~I".~ltA~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ",:"'" I . ..:~: ~. "OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ' .
HARRISBURG PA 17128-0601
20-:15
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
-?
-.. '? I 2
!-i'i 1_: Lf
(-. -. ~
CHARLES R BISHOP
113 W KELLER ST
MECHANICSBURG
PA 17055
ESTATE OF
BISHOP
REV-1547 EX AFP (06-05)
PEARL
R
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~ ALL 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 X 00 = .00
214,506.00 X 045 = 9,652.77
.00 X 12 = .00
.00 X 15 = .00
(19)= 9,652.77
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)
92,000.00
.00
.00
.00
137.167.00
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses ISchedule H)
10. Debts/Mortgage Liabilities/Liens ISchedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts ISchedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
7,682.00
6.979.00
Ill)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
229,167.00
14.66] 00
214,506.00
.00
214,506.00
l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-01-2005 CD005797 .00 9,482.00
INTEREST IS CHARGED THROUGH 12-13-2005 TOTAL TAX CREDIT 9,482.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 170.77
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .68
TOTAL DUE 171. 45
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUE ,
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) r r'-
I
REV-1470 EX (6-88)
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Pearl R. Bishop
FILE NUMBER
Sheila Megonnell
ACN
2105-0188
101
REVIEWED BY
ITEM
SCHEDULE NO.
H B-3
EXPLANATION OF CHANGES
The claim for the family exemption has been disallowed. The claimant must be a spouse
or if no spouse, a parent or child living in the same household as the decedent as of the
date of death.
ROW
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