HomeMy WebLinkAbout99-1077
01-02-2007
BRYANT
12-30-2000
21 99-1077
CUMBERLAND
101
APPEAL DATE: 03-03-2007
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
{'.--DJ:,PAR:JMI.;NT OF REVENUE
"NOTICE6F INHERITANCE TAX
APP.R~ISI;HE'I:IT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
200? Jl\N - 8
Pl'! 2: 52
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
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O""Di ",~"'" (',n' ":)T
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MARK E HAL BRUNER
1013 MUMMA ROAD
SUITE 100
LEMOYNE
ESQ
PA 17043
*
REV-1547 EX AFP (06-05)
HELEN
R
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRYANT HELEN R FILE NO. 21 99-1077 ACN 101 DATE 01-02-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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 !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 R TS:
AYM
DATE
11-21-2003
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
.00
1,764.06
.00
.00
.00
.00
.00
(8)
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
(9)
(10)
6,610.15
.00
(11)
(12)
(13)
(14)
NOTE:
(15)
(16)
(17)
(18)
.00
.00
.00
77,412.12
X 00
X 045 =
X 12 =
X 15 =
DISCO NT +)
INTEREST/PEN PAID (-)
1,475.97-
AMOUNT PAID
13,913.83
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.
1,764.06
it.1>10.}Ii
4,846.09-
.00
77,412.12
(19)=
.00
.00
.00
11,611.82
11,611.82
( 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.)
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
..IIfIHERlil'ANCE TAX
STATEH.ENT OF ACCOUNT
'*'
REV-1607 EX AFP (03-05)
i"'J ~'l:'" 7
LuLl.
12
P ;"1 I p~u::
E~TATE OF
DATE OF DEATH
FILE NUMBER
!f:-:-
.}!\ ICpUNTY
ACN
01-29-2007
BRYANT
12-30-2000
21 99-1077
CUMBERLAND
101
HELEN
R
MARK E HAL BRUNER
1013 MUMMA ROAD
SUITE 100
LEMOYNE
ESQ
Amount Remitted
PA 17043
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment.
CUT ALONG THIS LINE
.....
RETAIN LOWER PORTION FOR YOUR RECORDS
+-
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REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ***
ESTATE OF BRYANT
HELEN
R FILE NO. 21 99-1077
ACN 101
DA TE 01 - 29 - 2007
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 12-26-2006
PRINCIPAL TAX DUE: 11,611.82
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-21-2003 CD003265 1,475.97- 13,913.83
01-11-2007 REFUND .00 826.04-
TOTAL TAX CREDIT 11,611.82
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
II IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
J