Loading...
HomeMy WebLinkAbout03-16-07 (2) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX * DATE 03-19-2007 ESTATE OF KALEY MIRIAM D DATE OF DEATH 01-11-2006 FILE NUMBER 21 06-0088 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-18-2007 ( See reverse side under Objections) A.ount 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 +-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KALEY MIRIAM D FILE NO. 21 06-0088 ACN 101 DATE 03-19-2007 ~~H~;~~AN~~ TX:XD~~vII~~:NL T:~~:;-"~'i c: PO BOX 280601 HARRISBURG PA 1712B-0601 7nr1"1 ~uU 11.'"'3 II' J", MURREL R ~A~1~~!~f'i"{[c~!s~ 54 E MAIN "sf " MECHANICSBURG PA 17055 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 (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 90,466.05 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 90,466.05 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 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: (9) (10) 6,478.20 720.91 (11) (12) (13) (14) 7.199 11 83,266.94 .00 83,266.94 (15) (16) (17) (18) .00 X 00 .00 .00 X 045 = .00 83,266.94 X 12 = 9,992.03 .00 X 15 = .00 (19)= 9,992.03 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-05-2007 CD007644 .00 9,992.03 BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-06-2007 TOTAL TAX CREDIT 9,992.03 BALANCE OF TAX DUE .00 INTEREST AND PEN. 166.34 TOTAL DUE 166.34 l! 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,) 'W'