HomeMy WebLinkAbout01-08-07 (2)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,.."..-.,,\', NOTICE OF INHERITANCE TAX
~PPRAt~EMENT, ALLOWANCE OR DISALLOWANCE
- (OF. DE~UCTIONS AND ASSESSMENT OF TAX
DATE 01-02-2007
ESTATE OF ANDERSEN MARY E
DATE OF DEATH 04-29-2006
FILE NUMBER 21 06-1010
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-03-2007
( See reverse side under Objections)
A.ount Re.ittedl 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 4--
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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 ANDERSEN MARY E FILE NO. 21 06-1010 ACN 101 DATE 01-02-2007
,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
O~\ 2.: 52.
J'I\I._O ~\
"fin' ~ll;\ u
LUul ,l;
NANCY MYERS
417 COCKLIN ST
MECHANICSBURG
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PA 17055
*'
REV-1547 EX AFP (06-05)
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (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 !bh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
S:
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
Mo~tgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
Jointly Owned P~ope~ty (Schedule F)
T~ansfe~s (Schedule G)
Total Assets
NOTE:
R C T
NUMBER
CD007438
(+)
PAID (-)
.00
PAYMENT MUST BE MADE BY 01-29-2007*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
200.00
.00
.00
2,918.07
1,290.42
20,871.20
(8)
NOTE: To insu~e p~ope~
c~edit to yOU~ account,
submit the uppe~ po~tion
of this form with yOU~
tax payment.
25,279.69
9.047 60
16,232.29
311.81
15,920.48
(19)=
.00
716.42
.00
.00
716.42
(9)
(10)
9,047.40
621.99
94.43
.00
94.43
( 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.)
.00
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00
15,920.48
.00
.00
X DO
X 045 =
X 12 =
X 15 =
AMOUNT PAID
621.99
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
J
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
DECEDENTS NAME
Mary E. Anderson
FILE NUMBER
Destiny S.R.Brown
ACN
2106-1010
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Veteran's administration benefit is correctly reportable on schedule H.
Specific bequests is taxable outright to the beneficiary/ies before determining residue.
ROW
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