HomeMy WebLinkAbout03-30-07
'BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-" -". -NOI.lj:E OF INHERITANCE TAX
APPRAISEKE~1SA[LOWANCE OR DISALLOWANCE
.OF'DEDU9TIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (06-05)
DATE 04-02-2007
ESTATE OF SAMPSON RAYMOND J
DATE OF DEATH 04-17-2006
FILE NUMBER 21 06-0394
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-01-2007
( 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 ~
REy:is47-Ex-AFP-C03:osj-NoTIcE-OF-INHERITANCE-TAX-APPRAISEHENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SAMPSON RAYMOND J FILE NO. 21 06-0394 ACN 101 DATE; 04-02-2007
~1 r"'/'1] ,
, 11 P .. ~....
i.~' ;;!!~~' 30
/ If. ") C';
11.; J 1 i . ,~()
r'\. i 'f. ~~: .-
CHARLES E SHIELDS IH>'
6 CLOUSER RD
MECHANICSBURG PA 17055
(-,
TAX RETURN WAS:
) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
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
208,363.53
.00
.00
308.193.87
.00
.00
NOTE: To insure proper
credit.to your account,
submitithe upper portion
of this form with your
tax payment.
(8)
516,557.40
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)
ClO)
37,650.39
.00
(11)
Cl2)
Cl3)
Cl4)
~7.t;;JiO.39
478,907.01
.00
478,907.01
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 !hh 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
TAX CREDITS:
NOTE:
121,560.97 X 00 .00
357,346.04 X 045 = 16,080.57
.00 X 12 = .00
.00 X 15 = .00
Cl9)= 16,080.57
Cl5)
Cl6)
Cl7)
Cl8)
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-07-2006 CD006944 675.00 12,825.00
12-20-2006 CD007587 .00 430.66
INTEREST IS CHARGED THROUGH 04-17-2007 TOTAL TAX CREDIT 1~,930.66
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,149.91
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 42.37
TOTAL DUE 2,192.28
* 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 DF TI-IIS FnRM Fn~ TNC::T~II"'TTn...c::' C)...
REV-1470 EX (6-88)
*' INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Raymond J. Sampson 2106-0394
REVIEWED BY ACN
Bill Lyons 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
K 2 The life estate factor is .25383
)
ROW
Page 1