HomeMy WebLinkAbout12-02-05
11-28-2005
FRY
03-24-2005
21 05-0344
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
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
SHIRLEY A FILE NO. 21 05-0344 ACN 101 DATE 11-28-2005
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
'.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DC!'('nr-'cr\ nr:c:('!= ~TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES :, _'_.Jr iL.L.) "APPRAISeMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION .. .. OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
?O~~ per' -?
i_L '.'; 0_ v 11.-...
'"t)"j ?: I ?
I ... +_
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
JACQUELINE A KEllY
JAN L BROWN 8 ASSOCS
845 SIR THOMAS CT 12
HBG PA 17109
ESTATE OF
FRY
REV-1547 EX AFP (06-05)
SHIRLEY
A
NOTE: If an assessment 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 (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
74,722.79 X 045 = 3,362.53
.00 X 12 = .00
.00 X 15 = .00
(19)= 3,362.53
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)
148,900.00
5,633.02
.00
.00
15,753.88
.00
13,951.53
(8)
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)
46,879.19
62.636.45
Ill)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
184,238.43
109.515 64
74,722.79
.00
74,722.79
'._n. "'''..''...r {+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-23-2005 CD005842 .00 3,092.53
PAYMENT MUST BE MADE BY 12-24-2005~. TOTAL TAX CREDIT 3,092.53
BALANCE OF TAX DUE 270.00
INTEREST AND PEN. .00
TOTAL DUE 270.00
· 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.)
1'0/
v
~
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
DECEDENT'S NAME
Shirley A. Fry
FILE NUMBER
Sheila Megonnell
ACN
2105-0344
101
REVIEWED BY
ITEM
SCHEDULE NO.
H 8-10
EXPLANATION OF CHANGES
The deduction for real estate settlement costs is reduced from $22,523.59 to $16,523.59 as
escrow for inheritance tax is not an allowable administrative expense.
ROW
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