HomeMy WebLinkAbout02-20-07
02-12-2007
PETER
04-07-2006
21 06-0346
CUMBERLAND
101
APPEAL DATE: 04-13-2007
( See reverse side under Objections)
Amount 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
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
('~~~I$~MENT, ALLOWANCE OR DISALLOWANCE
;':' ',oi:"llfDUCTIONS AND ASSESSMENT OF TAX
2007 FEB 20
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PH 2: 57
DAVID H STONE
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
('I C[)'/
'L.C ':i \
OR'-JI "r ,,(',
1 -{!., r-;,i:,q\i --..;
; ,I! -'" \-, I
~,~'r
. )f1T
PA 17070
'*'
REV-1547 EX AFP (06-05)
JEAN
P
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-EX-AFP-C03:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PETER JEAN P FILE NO. 21 06-0346 ACN 101 DATE 02-12-2007
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)
160,000.00
.00
.00
.00
188,686.28
.00
39,577 . 64
(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)
(0)
56,248.08
2,052.15
(11)
(2)
(3)
(4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
388,263.92
"i8.3DD.?3
329,963.69
35,000.00
294,963.69
NOTE: If an assessment was issued p~eviously, lines 14, 15 and/o~ 16, 17, 18 and 19 will
~eflect figu~es that include the total of ~ ~etu~ns 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
OS) .00 X DO .00
(6) .00 X 045 = .00
(7) .00 X 12 = .00
(18) 294,963.69 X 15 = 44,244.55
(9)= 44,244.55
TAX CREDITS:
PAYMENT RECEIPT DISCOUNi (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-29-2006 CDo06905 2,105.26 40,000.00
10-27-2006 CDoo7359 .00 2,139.35
TOTAL TAX CREDIT 44,244.61
BALANCE OF TAX DUE .06CR
INTEREST AND PEN. .00
TOTAL DUE .06CR
* 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 BE DUE Qy.,
.. OCCIINn c::cc ocvs:oc::s: c::Tns: os: TI-ITc:: S:OOM S:OO INSTOUCTION!L) 0'