HomeMy WebLinkAbout01-26-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
..... 0i'\-"tl,Qn,~~,~1;... ~!:IERITANCE TAX
: ':iP.P,RA{~t1,E~lh~~~\l~Ii/ANCE OR DISALLOWANCE
-6F ,DEBI:IC,H-OKS AND ASSESSMENT OF TAX
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REV-1547 EX AFP (06-05)
DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
CLEHl< tJl:
ORDl.!i", i,'C
; i :},,\ ", '..>
ClJ.
,DATE
I: 31ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-23-2007
BRINTON
02-23-2006
21 06-0785
CUMBERLAND
101
APPEAL DATE: 03-24-2007
( 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
JAMES
L
2007 JM~ 26 PM
PA 17070
TO:
~~!_~~~~~_!~!~-~!~~------~--_!~!~!~-~Q~~!_~Q!!!Q~-~Q!-!Q~!_!~~Q!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRINTON JAMES L FILE NO. 21 06-0785 ACN 101 DATE 01-23-2007
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
3,286.00
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
3,286.00
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
3,286.00
(9)
(0)
.00
(1)
(2)
(3)
(4)
3.?Ri>.1I11
.00
.00
.00
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. Tax Due
T X C
A N
DATE
R I T
NUMBER
SCOUNT (+)
INTEREST/PEN PAID (-)
OS) .00 X DO
(6) .00 X 045 =
(7) .00 X 12 =
(8) .00 X 15 =
(9)=
AMOUNT PAID
.00
.00
.00
.00
.00
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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR