HomeMy WebLinkAbout03-05-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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APPRAISEMENT-, ALLOWANCE OR DISALLOWANCE
OF.. DEDUCnONS ~.AND ASSESSMENT OF TAX ON
JOINTLY HELD OR TRUST ASSETS
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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REV-15~8 EX AFP (06-05)
DATE 03-05-2007
ESTATE OF HERSHEY VIRGINIA M
DATE OF DEATH 09-28-2006
FILE NUMBER 21 06-0900
COUNTY CUMBERLAND
SSN/DC 174-20-8570
ACN 07000836
APPEAL DATE: 05-04-2007
(See reverse side under Objections)
A.ount Re.1ttedl 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 +--
Rey=i54i-eX-AFP-C03=055--------------------------------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF
DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS
DATE 03-05-2007
ESTATE OF HERSHEY
COUNTY
CUMBERLAND
VIRGINIA M DATE OF DEATH 09-28-2006
FILE NO. 21 06-0900
TAX RETURN WAS:
S.S/D.C. NO. 174-20-8570
() ACCEPTED AS FILED (X) CHANGED
ACN 07000836
SEE ATTACHED NOTICE
FINANCIAL INSTITUTION: BANK OF AMERICA
JOINT OR TRUST ASSET INFORMATION
I-ANNUITY
ACCOUNT NO.
TYPE OF ACCOUNT:
DATE ESTABLISHED
()SAVINGS () CHECKING ()TRUST ()TIME CERTIFICATE
09-28-2005
Account Balance
Percent Taxable
Amount Subject to Tax
Debts and Deductions
Taxable Amount
Tax Rate
Tax Due
82,230.66
0.333
27,409.95
548.87
26,861.08
.45
1,208.75
x
x
TAX CREDITS:
NOTE: TO INSURE PROPER CREDIT TO
YOUR ACCOUNT, SUBMIT THE
UPPER PORTION OF THIS NOTICE
WITH YOUR TAX PAYMENT TO THE
REGISTER OF WILLS AT THE
ABOVE ADDRESS. MAKE CHECK
OR MONEY ORDER PAYABLE TO:
"REGISTER OF WILLS, AGENT."
PAYMENT RECEIPT ,~ DISCOUNT (+) AMOUNT PAID
DATE NUMBER ~ NTEREST/PEN PAID (-)
12-26-2006 CD007601 / 59.80 1,136.16
PAYMENT MUST BE MADE BY 06-29-2007*. TOTAL TAX CREDIT 1,195.96
BALANCE OF TAX DUE 12.79
INTEREST AND PEN. .00
TOTAL DUE 12.79
* IF PAID AFTER THIS DATE, 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. )
.~
REV.1470 EX (6-88)
.
'*
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
VIRIGNIA M. HERSHEY
REVIEWED BY
MICHAEL KODOSKY
ACN
2106-0900
07000836
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The total claimed deduction for $ 2,500.00 in attorney fees has been reduced to
$ 1,644.61. The department can only allow two percent of the value of this annuity for an
attorney expense. Each of the three beneficiaries was allowed one-third of this debt.
An adjustment has been made to reflect this change.
ROW
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