HomeMy WebLinkAbout04-09-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(v "",r-,.NOTICE OF INHERITANCE TAX
i,.A'P1!WSEMENT, ALLOWANCE OR DISALLOWANCE
OF, ~E:PUCTIONS AND ASSESSMENT OF TAX
'*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 210601
HARRISIURG PA 17121-0'01
REV-1547 EX AFP (0'-05)
DATE 04-02-2007
ESTATE OF STRAYER DAISY W
DATE OF DEATH 12-26-2005
FILE NUMBER 21 06-0031
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-01-2007
( See reverse side "nder Objections)
A.ount Re.lttedl 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 of-
---------------------------------------~---------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF STRAYER DAISY W FILE NO. 21 06- 0031 ACN 101 DATE 04- 02-2007
Z001 APR - 9 AM II: 48
CLERK OF
OPP'H' "'.'1\1'0, ('!QI :QT
1\ 11\"......~ v' "-.JI \
ROBERT F STRAYE'tUt,/-~--1 1,1 1')1\
361 CRISWELL DR
BOILING SPRING PA 17007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Govern.ental 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 ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14
16. A.ount of Line 14
17. A.ount of Line 14
18. A.ount of Line 14
19. Principal Tax Due
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
NOTE:
at Spousal
taxable at
at Sibling
taxable at
rate
Cl5)
(16)
Cl7)
(18)
Lineal/Class A rate
rate
Collateral/Class B rate
NUMBER
CD006469
+
INTEREST/PEN PAID (-)
1,565.10
DATE
03-24-2006
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
149,900.00
394.996.00
.00
61,000.00
84.595.00
.00
40,322.00'
(8)
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this for. with your
tax payment.
730,813.00
(9)
ClO)
33,420.00
1.788.00
(11)
Cl2)
Cl3)
Cl4)
~J;.?n8 nn
695,605.00
.00
695,605.00
.00 X
695,605.00 X
.00 X
.00 X
00 ..
045..
12 ..
15 ..
.00
31,302.00
.00
.00
31,302.00
Cl9)"
AMOUNT PAID
30,000.00
TOTAL TAX CREDIT 31,565.10
BALANCE OF TAX DUE 263.10CR
INTEREST AND PEN. .00
TOTAL DUE 263.10CR
( IF TOTAL DUE IS LESS THAN tl. NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.