HomeMy WebLinkAbout12-27-05
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
, APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-26-2005
SUNDAY
06-07-2005
21 05-0524
CUMBERLAND
101
APPEAL DATE: 02-24-2006
(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
9~!_~~9~~_!~~~-~~~~______~___~~!~!~_k9~~~_~9~!!9~_~9~_!9~~_~~~9~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY K FILE NO. 21 05-0524 ACN 101
IVO V OTTO I II
MARTSON ETAL
10 E HIGH ST
CARLISLE
ESQ
PA 17013
ESTATE OF
SUNDAY
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. 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)
) CHANGED
.00
15.409.58
.00
.00
51. 546.25
408.67
152 , 741. 92
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governnental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rate (15)
16. Anount of Line 14 taxable at Lineal/Class A rate (16)
17. Anount of Line 14 at Sibling rate (17)
18. Anount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
+
INTEREST/PEN PAID (-)
394.74
.00
DATE
09-06-2005
10-25-2005
NUMBER
CD005764
............ CD005930
(9)
(10)
19,359.04
2.164.34
(11)
(12)
(13)
(14)
REV-1547 EX AFP (06-05)
MARY
K
.00 X 00 =
198,583.04 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
AMOUNT PAID
7,500.00
1,041.50
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
DATE 12-26-2005
NOTE: To insure proper
credit to your account,
subnit the upper portion
of this forn with your
tax paynent.
220,106.42
21.573 38
198,583.04
.00
198,583.04
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
8,936.24
.00
.00
8,936.24
8,936.24
.00
.00
.00
pt
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.)