HomeMy WebLinkAbout12-09-05
BUREAU OF INDIVIDU,*.;r~~_.,
INHERITANCE TAX DIVISI~-; ,: ;,., ,'_)
PO BOX 280601 " - . ~
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
12-05-2005
LIS
01-08-2005
21 05-0107
CUMBERLAND
101
APPEAL DATE: 02-03-2006
( See reverse side under Objections)
Amount Remitted I ~
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9Yr_~~9~~_r~!~_~!~~------~___~~!~!~_~9~~~_~9~!!9~_E9~_Y9~~_~~~9~P~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ROBERT J FILE NO. 21 05-0107 ACN 101
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage 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
,'-,
. 10
DAVID H RADCLIFF ESQ
RADCLIFF LAW OFFICE
20 ERFORD RD STE 200
LEMOYNE PA 17043
ESTATE OF
LIS
TAX RETURN WAS: (X) ACCEPTED AS FILED
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
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:
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
) CHANGED
1I)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
200.00
.00
423,025.83
(8)
.
REV-1547 EX AFP (06-05)
ROBERT
J
(9)
1I0)
4,266.99
DATE 12-05-2005
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
423,225.83
60.?63 83
362,962.00
.00
362,962.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
Rf.
.. ...., ........., r+T AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
55.996.84
1I1)
1I2)
1I3)
1I4)
362,962.00 X 00 =
.00 X 045 =
.00 X 12 =
.00 X 15 =
1I9)=