HomeMy WebLinkAbout03-14-07
COMMONWEALTH OF PENNSYLVANIA
~r . DEPARTMENT OF REVENUE
~j'!-cOr:;:D~O ni~~:rx!Cf_ OF INHERITANCE TAX
i__~(.:.;~~~$~l:N,!j ALLOWANCE OR DISALLOWANCE
~. ..'; L 01:. ;D~DUCT~ONS AND ASSESSMENT OF TAX
03-05-2007
HURLEY
03-21-2006
21 06-0283
CUMBERLAND
101
APPEAL DATE: 05-04-2007
( See reverse side under Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
IUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO 8llX 280601
HARRIS8URG PA 17128-0'01
Z007 r1AR 14 AN 8: 21
CLEliK OF
Cl~~;P~'~!'S CQ~!RT
CHARLES E SHIELDS IiI . . PA
6 CLOUSER RD
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'*
REV-1547 EX AFP (0'-05)
JACQUELIN T
TO:
CUT ALONS 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 HURLEY JACQUELIN T FILE NO. 21 06-0283 ACN 101 DATE 03-05-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNINe FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estete (Schedule A)
2. Stocks end Bonds (Schedule I)
3. Closely Held Stock/Pertnershlp Interest (Schedule C)
4. Mortgeges/Notes Recelveble (Schedule D)
5. Cesh/lank Deposits/Misc. Personel Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Trensfers (Schedule G)
8. Totel Assets
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
166,620.00
90.622.61
.00
.00
7.113.16
.00
53 , 148 . 44
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funerel Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgege Llebl1ltles/Llens (Schedule I)
11. Totel Deductions
12. Net Velue of Tex Return
13. Cherlteble/Govern.entel Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Velue of Estete Subject to Tex
If an assess.ent was Issued previously, lines 14, 15 and/or 16, 17, 11 and 19 will
reflect figures that Include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14
16. A.ount of Line 14
17. A.ount of Line 14
18. AMount of Line 14
19. Prlnclpel Tex Due
NOTE:
et Spousel
texeble et
et Sibling
texeble et
rete
Llneel/Cless A rete
rete
Colleteral/Cless I rete
NUMBER
CD006851
CD007569
+
INTEREST/PEN PAID (-)
585.00
.00
DATE
06-16-2006
12-15-2006
(9)
no)
(15)
(16)
(17)
(18)
16,374.77
32.501. 79
.00 X 00 .
268,627.65 X 045.
.00 X 12 .
.00 X 15 .
(19)=
AMOUNT PAID
11,115.00
388.24
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(11)
(12)
(13)
(14)
NOTE: To Insure proper
credit to your account,
sub.lt the upper portion
of this for. with your
tex pey.ent.
317,504.21
6R.R7&.Si&
268,627.65
.00
268,627.65
.00
12,088.24
.00
.00
12,088.24
12,088.24
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)\-)' .