HomeMy WebLinkAbout01-22-07
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BUREAU OF INDIVIDUAL TAXES," ,I".)
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
",' NOTICE OF INHERITANCE TAX
A~PRAISEMENT, ALLOWANCE OR DISALLOWANCE
'; OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 01-15-2007
ESTATE OF LOVE MARY
DATE OF DEATH 07-28-2006
FILE NUMBER 21 06-0683
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-16-2007
( See reverse side under Objections)
Amount Remittedl J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
fY!_~~~~~_!~!~-~!~~----__~___~~!~!~_~Q~~~_~Q~!!Q~_fQ~_!Q~~_~~~Q~~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LOVE MARY FILE NO. 21 06-0683 ACN 101 DATE 01-15-2007
2007 JM,j 22 AH II: 55
JAN
JAN
845
HBG
CLEPr< U::
ORPj'-!;j!'.."" .'\"i !.D. .T
,,/ j., \ \J \.....,Jvr I
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L BROWH-;;' 'I I, "/\
L BROWN ASSOC
SIR THOMAS CT 12
PA 17109
'*
REV-15~7 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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)
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 assess.ent 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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TS:
Total Assets
NOTE:
T
EC IPT
NUMBER
CD007342
CD007453
(+)
INTEREST/PEN PAID (_)
1,221.05
.00
AY
DATE
10-21-2006
11-15-2006
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
229,000.00
.00
.00
.00
331,359.15
.00
45,000.00
(8)
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with your
tax payment.
605,359.15
s:t9.?I;R.R7
546,090.28
.00
546,090.28
Cl9)=
.00
24,574.06
.00
.00
24,574.06
(9)
ClO)
48,492.71
24,574.09
.03CR
.00
.03CR
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. ~1
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
10,776.16
Cl1)
Cl2)
Cl3)
Cl4)
Cl5)
Cl6>
Cl7)
(18)
.00
546,090.28
.00
.00
X 00
X 045 =
X 12 =
X 15 =
AMOUNT PAID
23,200.00
153.04
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE