HomeMy WebLinkAbout01-08-07
BUREAU OF INDIVIDUAL TAXlif:--''"-
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
-Ap,PRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
01-02-2007
FOX JR
10-24-2005
21 05-1005
CUMBERLAND
101
APPEAL DATE: 03-03-2007
( See reverse side under Objections)
Amount Remittedl J
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
SUE MAUERY
M & T TRUST
PO BOX 2961
HBG
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PA 17105
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'*
REV-1547 EX AFP (06-05)
JOHN
E
TO:
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
ESTATE OF FOX JR JOHN E FILE NO. 21 05-1005 ACN 101 DATE 01-02-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
lB. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
CIS:
PA
DATE
01-18-2006
07-12-2006
10-20-2006
12-26-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
NOTE:
T
R E
NUMBER
CD006232
CD006969
CD007331
SBADJUST
(+)
INTEREST/PEN PAID (_)
4,000.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
200,000.00
.00
.00
.00
20,132.44
.00
719,685.80
(8)
NOTE: To insure proper
credit to your account.
submit the Upper portion
of this form with your
tax payment.
940,418.24
~S:;. 1 Rn a ??
875,238.02
.00
875,238.02
.00
18,005.36
.00
71,267.85
89,273.21
89,273.21
.00
.00
.00
( IF TOTAL DUE IS LESS THAN *1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
(9)
(10)
62,001.73
3.178.49
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00
400,119.01
.00
475,119.01
X 00
X 045 =
X 12 =
X 15 =
(19)=
AMOUNT PAID
76,000.00
9,100.00
173.21
2.93
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE