HomeMy WebLinkAbout01-08-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
nt',",r\:y',n" ('"rI0, ("" NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXEtt,l,'u,""IC": \~,'r APP-R'AIsEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX OIVISION ,'OF':',DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2BO&01
HARRISBURG PA 1712B-0&01
REV-1547 EX AFP (0&-05)
DATE 01-02-2007
ESTATE OF NAYLOR BARBARA S
DATE OF DEATH 08-12-2006
FILE NUMBER 21 06-0741
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-03-2007
( See reverse side under Objections)
Amount Remittedl 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
ESTATE OF NAYLOR BARBARA S FILE NO. 21 06-0741 ACN 101 DATE 01-02-2007
2007 JM~ -8 Pr'l 2: 51
CLER:< OF
OFIPH/\j\l{S C;CJt,I:lT
WILLIAM R BUN(;LE!fQ"
W R BUNT LAW OFFICE
PO BOX 336
NEW BLOOMFIELD PA 17068
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. 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
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
153,607.07
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
153,607.07
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
17,653.82
(9)
(0)
.00
(11)
(2)
(3)
(4)
17.lta:;~6A?
135,953.25
.00
135,953.25
NOTE: If an assessment was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !bh 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
X TS:
R CEIPT
NUMBER
(5) 135,953.25 X 00 .00
(6) .00 X 045 = .00
(7) .00 X 12 = .00
(18) .00 X 15 = .00
(9)= .00
AMOUNT PAID
(-)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
* 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 MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)