HomeMy WebLinkAbout02-23-07
02-19-2007
BURLESON
09-07-2006
21 06-0831
CUMBERLAND
101
APPEAL DATE: 04-20-2007
( See reverse side under Objections)
Amount Re.ittedl 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
....A'pP.tAtSEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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pi~ I: I c::
I II, '"
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
Or~'r-",' 'i
r'i,-'r-1,'
GERALD J SHEKLE!f!SKI ESQ
.....~, ',-'
STONE ETAL
PO BOX E
NEW CUMBERLAND PA 17070
'*
REV-1547 EX AFP (06-05)
BETTY
J
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-Ex-AFP-C03:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAIsEMENT:-ALLowANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BURLESON BETTY J FILE NO. 21 06-0831 ACN 101 DATE 02-19-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
95,007.60
.00
.00
.00
95,511.34
.00
200,387.72
(8)
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3.
4.
5.
6.
7.
8.
(1)
(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)
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)
(10)
12,891.25
.00
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
390,906.66
12.891.25
378,015.41
.00
378,015.41
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
(15) .00 X 00 .00
(16) 378,015.41 X 045 = 17,010.69
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= 17,010.69
TAX CREDITS:
PAYMENT ~ECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-05-2006 CD007511 850.53 16,160.16
TOTAL TAX CREDIT 17,010.69
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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 BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
01