HomeMy WebLinkAbout08-28-06
08-21-2006
VESEL Y
09-29-2005
21 05-0911
CUMBERLAND
101
APPEAL DATE: 10-20-2006
( 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
~Y!_~~9~~_!~~~-~~~~------~---~~!~!~_~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
AGNES N FILE NO. 21 05-0911 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
':-(~'~':-\-"'; r::c,r"}fOTICE OF INHERITANCE TAX
. . ..' APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
.' i
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
,r
PATRICK C ODONNELL ESQ
P C ODONNELL LAW OFC
32 S CHURCH ST
WEST CHESTER
PA 19382
ESTATE OF
VESELY
/
REV-1547 EX AFP (06-05)
AGNES
N
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
DATE 08-21-2006
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~ ALL 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
D TS:
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
22,282.28
.00
.00
.00
67.960.67
62.080.00
.00
(8)
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 Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
13,550.57
5.954.92
(11)
(12)
(13)
(14)
NOTE:
.00 X
132,817 .46 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
+
INTEREST/PEN PAID (-)
157.89
.00
DATE
12-23-2005
06-26-2006
AHOUNT PAID
3,000.00
2,818.90
NUHBER
CD006146
CD006893
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
· IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
152,322.95
]9.505 49
132,817.46
.00
132,817.46
.00
5,976.79
.00
.00
5,976.79
5,976.79
.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.)