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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
BUREAU OF INDIVIDUAL1AXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-19-2005
SHATTO
03-26-2005
21 05-0890
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
9~!_~~9~~_!~~~-~~~~----__~___~~!~!~_~9~~~_~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
DOROTHY L FILE NO. 21 05-0890 ACN 101 DATE 12-19-2005
TAX RETURN WAS: [ ) ACCEPTED AS FILED [ X) CHANGED SEE ATTACHED NOTICE
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
('-'
JAMES D rHUGHES
SALZMANN HUGHES
95 ALEXANDER SPG
CARLISLE
RD 3
PA 17013
ESTATE OF
SHATTO
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:
DATE
10-10-2005
+
INTEREST/PEN PAID (-)
.00
NUHBER
CD005877
INTEREST IS CHARGED THROUGH 01-03-2006
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
3,725.00
32,034.00
(8)
REV-1547 EX AFP (06-05)
DOROTHY
L
(9)
(10)
9,014.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
35,759.00
9.014 00
26,745.00
.00
26,745.00
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
.00
1,609.16
.00
.00
1,609.16
1,204.00
405.16
.51
405.67
[ 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.)
pJ(
(11)
(12)
(13)
(14)
.00 X 00 =
35,759.00 X 045=
.00 X 12 =
.00 X 15 =
(19)=
AHOUNT PAID
1,204.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.. REV.1470 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
DECEDENT'S NAME
REVIEWED BY
Shatto, Dorothy L.
Kathy Leo
FILE NUMBER
ACN
2105-0890
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
F 1
Probate estate is insolvent. Jointly held assets are taxable to the survivors. No
deductions can be claimed against joint property as it was not the responsibility of the
survivors to pay the debts.
G 1
Probate estate is insolvent. Inter-Vivos transfers are taxable to the survivors. No
deductions can be claimed against joint property as it was not the responsibility of the
survivors to pay the debts.
.
ROW
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