HomeMy WebLinkAbout12-09-05
12-12-2005
BLACK
01-28-2005
21 05-0126
CUMBERLAND
101
APPEAL DATE: 02-10-2006
( 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
~Yr_~~9~~_r~~~_~~~~-----_~___~~!~!~_k9~~~_~9~!!9~_~9~_Y9~~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ALICE W FILE NO. 21 05-0126 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
P[-(Y,'-:::"~ !DED~C!l;ONS AND ASSESSMENT OF TAX
1 ;~\..<'_..'" ._.) ",_,1 ! .~<.. ',~, J
I'
:
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
r,'. no
. '"c..)
JEAN D SEIBERT
WION ETAl
109 lOCUST ST
HBG
ESQ
'-"
PA 17101
ESTATE OF
BLACK
REV-1547 EX AFP (06-05)
ALICE
W
DATE 12-12-2005
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
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 GJ
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
147,152.84
.00
.00
112,437.33
.00
84,633.72
(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)
21,731.75
1.697.31
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
344,223.89
23.429 06
320,794.83
23,412.11
297,382.72
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 ~ 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
.00 X 045 = .00
.00 X 12 = .00
297,382.72 X 15 = 44,607.41
(19)= 44,607.41
.. .. ..... . ............ . l+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-22-2005 -.::: CD005241 2,131.58 40,500.00
07-21-2005 ". CD005607 .00 675.78
INTEREST IS CHARGED THROUGH 12-27-2005 TOTAL TAX CREDIT 43,307.36
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,300.05
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 10.69
TOTAL DUE 1,310.74
· 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.)
pt
REV-1.70 EX (6-88)
INHERITANCE TAX
EXPLANA TION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
REVIEWED BY
Black, Alice W.
Cheryl Gordon
FILE NUMBER
ACN
2105-0126
101
ITEM
SCHEDULE NO.
J B-1
EXPLANATION OF CHANGES
The amount listed for charitable bequests is reduced from $ 32,079.48 to $23,412.11.
Specific bequests, jointly held and trust assets cannot be used in the computation of the
amounts passing to charity under the provisions of the Will.
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