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HomeMy WebLinkAbout03-30-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ,. ....NOJIj;E OF INHERITANCE TAX APPRAIS~_"~Nr~~ ALLOWANCE OR DI SALLOWANCE OFDEDUCHONS AND ASSESSMENT OF TAX '* DATE 03-26-2007 ESTATE OF CHRIST JESSIE I DATE OF DEATH 08-04-2006 FILE NUMBER 21 06-0946 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-25-2007 ( 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-NoTlcE-OF-INHERITANCE-TAX-APPRAISEHENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CHRIST JESSIE I FILE NO. 21 06-0946 ACN 101 DATE 03-26-2007 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 30 . 'I ' . ")'.' I . c..o JOHN R COX 317B 3RD ST NEW CUMBERLAND PA 17070 REV-1547 EX AFP (06-05) 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 (D (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 33,979.00 .00 44,000.00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 77,979.00 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) 5,299.00 .00 (11) (12) (13) (14) 1'j.?99.DD 72,680.00 .00 72,680.00 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 ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) .00 X DO .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 72,680.00 X 045 = 3,271 .00 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)= 3,271.00 TAX CRI='DITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-02-2007 CD007628 .00 3,271.00 TOTAL TAX CREDIT 3,271.00 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 4 RI'I'II..n. <:1'1' RI'VI'R<:I' <:Tnl' nl' TUT'" I'nl:>.. enl:> T.."'TDIlt"TTn...., ~UE~