HomeMy WebLinkAbout12-27-05
12-19-2005
TINDALL
03-24-2005
21 05-0298
CUMBERLAND
101
APPEAL DATE: 02-17-2006
( 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
9Yr_~~9~~_r~~~_~~~~-----_~___~g!~!~_~9~g~_~9~!!9~_E9~_Y9y~_~g~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JAMES M FILE NO. 21 05-0298 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
OF DEDUCTIONS AND ASSESSMENT OF TAX
{-, ,~I
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
.. I
DALE F SHU"GHART
STE 203
35 E HIGH ST
CARLISLE
JR ESQ
PA 17013
ESTATE OF
TINDALL
REV-1547 EX AFP (06-05)
JAMES
M
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 G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
530.901. 57
.00
.00
83.043.06
.00
255,206.60
(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)
42,083.15
4.643.49
(11)
(12)
(13)
(14)
DATE 12-19-2005
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
869,151. 23
46.726 64
822,424.59
.00
822,424.59
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~ ~ 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
809,513.19 X 045 = 36,428.10
.00 X 12 = .00
12,911.40 X 15 = 1.936.71
(19)= 38,364.81
. ..-. ,,-~-.... . I+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-14-2005 ..... CD005428 1,850.00 35,150.00
10-04-2005 ....,.. CD005866 .00 2,395.82
TOTAL TAX CREDIT 39,395.82
BALANCE OF TAX DUE 1,031.01CR
INTEREST AND PEN. .00
TOTAL DUE 1,031. 01CR
· 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.)
pJ.
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
Tindall, James M.
FILE NUMBER
Kathy Leo
ACN
2105-0298
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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