HomeMy WebLinkAbout02-23-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
1~I",PfA1SEIfEN1"':I:At:t:O,WANCE OR DISALLOWANCE
OFDI!:Dt.lCl'IONS-'AND'ASSESSMENT OF TAX
'*
DATE 02-19-2007
IISTATE OF REED ROBERT S
DATE OF DEATH 02-25-2006
FILE NUMBER 21 06-0278
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-20-2007
( See reverse side under Objections)
Amount Remittedl 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 +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF REED ROBERT S FILE NO. 21 06-0278 ACN 101 DATE 02-19-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
"-'n!"!? rrr) 23
,(,flU r ,:,t, .
PH !:
.,.-",\-"
I "-
I,
JAN M WILEY
WILEY ETAL
130 W CHURCH
DILLSBURG
OR,r,JI.J ,',C,'",,', ,.
t. .:'~'.' '.
t"\ ~ [:-
'v',.~,
ST
PA 17019
REV-1547 EX AFP (06-05)
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
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
0)
(2)
(3)
(4)
(5)
(6)
(7)
.00
89,409.64
.00
.00
126,283.06
161,781.97
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
377,474.67
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)
32,208.71
487.54
(11)
(2)
(3)
(4)
3?1>96 ?Ii
344,778.42
.00
344,778.42
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
OS) .00 X 00 .00
(6) .00 X 045 = .00
(7) .00 X 12 = .00
(8) 344,778.42 X 15 = 51,716.76
(9)= 51,716.76
TAY CREnITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-22-2006 CD006874 .00 42,037.50
12-06-2006 CD007532 .00 7,466.76
INTEREST IS CHARGED THROUGH 03-06-2007 TOTAL TAX CREDIT 49,504.26
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,212.50
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 62.55
TOTAL DUE 2,275.05
"
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.)
<N-