HomeMy WebLinkAbout02-02-07
01-29-2007
BANKERT
03-11-2006
21 06-0237
CUMBERLAND
101
APPEAL DATE: 03-30-2007
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
1"'." PJ;I)~RJ"',~,~T., _~F REVENUE
j NO'rICE',OF,'INHI:RITANCE TAX
Ap'RRAISEMENT ,., ALLOW-ANCE OR DISALLOWANCE
'OF DEDUCTIONS AN!}' ASSESSMENT OF TAX
SCOTT A BANKERT
APT C
5 W GREEN ST
SHIREMANSTOWN
2[27 ;:8 - 2 Pii12: 3jATE
ESTATE OF
CfFll( OF DATE OF DEATH
ORr~: ())URT FILE NUMBER
cur,,- ('0 , r:y, COUNTY
ACN
PA 17011
*
REV-1547 EX AFP (06-05)
EARL
H
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 BANKERT EARL H FILE NO. 21 06-0237 ACN 101 DATE 01-29-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) 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. Tax Due
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.
.00
.00
.00
.00
8,068.50
.00
.00
(8)
Stocks and Bonds (Schedule B)
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9)
ClO)
2,931.00
1,278.55
(11)
Cl2)
Cl3)
Cl4)
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
Cl5)
Cl6)
Cl7)
Cl8)
.00
3,858.95
.00
.00
X 00
X 045 =
X 12 =
X 15 =
CEIpT
NUMBER
CD007489
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
173.65
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.
8,068.50
4.209.1;1;
3,858.95
.00
3,858.95
(19)=
.00
173.65
.00
.00
173.65
173.65
.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.)