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HomeMy WebLinkAbout02-20-07 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 1712B-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ri!4PPItAfSE:MENT, ALLOWANCE OR DISALLOWANCE '^' I 'OF ~DUCTIONS AND ASSESSMENT OF TAX *' REV-1547 EX AFP (06-05) DATE 02-12-2007 ESTATE OF ECKERD NORA S DATE OF DEATH 10-19-2006 FILE NUMBER 21 06-1079 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 04-13-2007 ( See reverse side under Objections) Amount 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 +-- REY:is47-Ex-AFP-C03:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEHENT:-ALLowANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ECKERD NORA S FILE NO. 21 06-1079 ACN 101 DATE 02-12-2007 2na7 FES 20 PH 2: 58 t'i [T"/ ('_' i...,.JLi...,f'-;(\ ~.Jr '''R''"'LI t, \ 1'(' \) ,r-I 1:~., 'J " RONALD C ECKEIQ:l}'... ~ 312 MONROE ST MECHANICSBURG PA 17055 TAX RETURN WAS: (X) ACCEPTED AS F I LED } CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN Stocks and Bonds (Schedule B) (l) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 215,807.43 .00 (S) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 1. Real Estate (Schedule A) 2. 3. 4. 5. 6. 7. S. 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 215,807.43 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) ClO} 9,352.20 12,066.65 Cll} Cl2} Cl3} Cl4} ?1 .418 8~ 194,388.58 .00 194,388.58 NOTE: 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 ~ 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 IS. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due Cl5} .00 X 00 .00 Cl6} 194,388.58 X 045 = 8,747.49 Cln .00 X 12 = .00 ClS} .00 X 15 = .00 Cl9}= 8,747.49 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 12-06-2006 CD007519 436.16 8,287.11 PAYMENT MUST BE MADE BY 07-19-2007*. TOTAL TAX CREDIT 8,723.27 BALANCE OF TAX DUE 24.22 INTEREST AND PEN. .00 TOTAL DUE 24.22 * 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 ~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) U'