HomeMy WebLinkAbout12-26-06
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"r('(\Qi\CCi ;'\;::r!r.r: n:-NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXESn::'",',): ,U_ ,I U, ~~AiSEMENT. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION (,[ I, Ii a": :"EDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ",,_ ' \ \ c..1'f
HARRISBURG PA 17128-0601
ESTATE OF TROUNSON
12-25-2006
TROUNSON
11-04-2005
21 05-1014
CUMBERLAND
101
APPEAL DATE: 02-23-2007
( 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
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
MARY F FILE NO. 21 05-1014 ACN 101
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE
2006 DEe 26 PH 12: I 5
REY-1547 EX AFP (06-05)
CLEP,K OF
ORPH/,\j'S C:OI~RT
JAN A MARTIN cut. .
15 BRADBURY ST
WARREN
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MARY
F
RI 02885
DATE 12-25-2006
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
.00
.00
.00
6.581.00
.00
.00
(8)
NOTE: To insure proper
credit to your account.
submit the Upper portion
of this form with your
tax payment.
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
14. Net Value of Estate Subject to Tax
6.581.00
(9)
(10)
3.105.08
2.168.53
Ul)
(12)
(13)
(4)
5.273 6]
1.307.39
.00
1.307.39
(Schedule J)
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~ 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. A.ount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TS:
.00 X
1.307.39 X
.00 X
.00 X
00 =
045 =
12 =
15 =
T
(9)=
.00
58.83
.00
.00
58.83
DATE
NUMBER
+
INTEREST/PEN PAID (-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 01-09-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
58.83
1.80
60.63
.IS\)
· 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 HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~
REV-1470 EX (8-88)
\
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME
Trounson, Mary F
FILE NUMBER
REVIEWED BY
Cheryl Gordon
ACN
2105-1014
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Lineal heirs are taxable at the rate of 4.5% for dates of death on or after 07-01-2000.
ROW
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