HomeMy WebLinkAbout02-12-07 (2)
02-05-2007
DEAKIN
03-05-2006
21 06-0207
CUMBERLAND
101
APPEAL DATE: 04-06-2007
( 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 2801i0l
HARRISBURG PA 17128-01i0l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"'C-, u ..-NonCE"OF.-IHl:lERITANCE TAX
APPRAI'SeHENT, :ALLOWAtiICE OR DISALLOWANCE
OF'J)GDUCTIORSAtlD ASSESSMENT OF TAX
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'e-S'1ATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
')ACN
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DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND PA 17070
*
REV-1547 EX AFP (01i-05)
KATHERINE S
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DEAKIN KATHERINE S FILE NO. 21 06-0207 ACN 101 DATE 02-05-2007
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)
.00
5.000.00
.00
.00
156,382.00
.00
336,990.24
(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)
(10)
22,809.55
1.143.14
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
498,372.24
~3.91i~.69
474,419.55
.00
474,419.55
NOTE: If an assessment was issued previouSly, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hb. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 474,419.55 X 045 = 21,348.88
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 21,348.88
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-01-2006 CDo06782 1,000.00 19,000.00
12-04-2006 CDo07509 .00 1,348.91
TOTAL TAX CREDIT 21,348.91
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* 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 J
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