HomeMy WebLinkAbout03-16-07 (2)
03-19-2007
PERRY
10-17-2006
21 07-0014
CUMBERLAND
101
APPEAL DATE: 05-18-2007
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
:~T.,tKOTICE OF INHERITANCE TAX
'AP'f'RAf'SEMENT, ALLOWANCE DR DISALLOWANCE
ClFDeDUCTIONS AND ASSESSMENT OF TAX
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
OF;Pi"1,/\.>\!
SALLY J WINDER ATUY-
9974 MOLLY PITCHER HWY
SHIPPENSBURG PA 17257
*'
REV-1547 EX AFP (06-05)
PHYLL IS
TO:
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 PERRY PHYLLIS FILE NO. 21 07-0014 ACN 101 DATE 03-19-2007
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)
S. Total Assets
(ll
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
.00
30,970.00
.00
(S)
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)
11,137.50
1.431.88
Clll
Cl2)
Cl3)
Cl4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
30,970.00
1?"ii>9 38
18,400.62
.00
18,400.62
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 Ab.b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Cl5) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) 18,400.62 X 045 = 828.02
17. Amount of Line 14 at Sibling rate Cl7) .00 X 12 = .00
IS. Amount of Line 14 taxable at Collateral/Class B rate (IS) .00 X 15 = .00
19. Principal Tax Due Cl9)= 828.02
TAX CRE:DITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-04-2007 CD007643 33.53 637.00
PAYMENT MUST BE MADE BY 07-17-2007*. TOTAL TAX CREDIT 670.53
BALANCE OF TAX DUE 157.49
INTEREST AND PEN. .00
TOTAL DUE 157.49
II
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.)
C'(t
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
DECEDENrS NAME FILE NUMBER
Phyllis Perry 2107 -0014
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H B-3 Reduced to $0.00. Family exemption can only be claimed against assets subject to will or
intestacy.
ROW
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