HomeMy WebLinkAbout04-09-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,~c:r',r,~.. 'f' '1Qrf.F~--OF. INHERITANCE TAX
- /APPRAISEMEl'lti :ALLOWANCE OR DISALLOWANCE
OFD~DUCTInNS AND ASSESSMENT OF TAX
04-09-2007
PETTY
04-21-2006
21 06-0391
CUMBERLAND
101
APPEAL DATE: 06-08-2007
( See rnerse side ""der Objections )
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 21"01
HARRISBURG PA 17121-0'01
2001 ~.PR -9 Mill: 50
ELIZABETH J
STE 202
355 N 21ST
CAMP HILL
Cl.ER!< OF
OR'Pt'J/,c,i'(; r(,! rRTI
i Ii" 'jlv' I"..I''')'''JI 1
GOLDSTEIN Ct!:"i-" I-
ST
PA 17011
-'-T-
'*'
REV-1547 EX AFP (0'.05)
DONALD
S
TO:
~~!_~~~~~_!~!~-~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PETTY DONALD S FILE NO. 21 06-0391 ACN 101 DATE 04-09-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) 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
RESERVATION CONCERNINQ 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:
If an assess.ent was issued previously, lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
15. Allount of Line 14
16. Allount of Line 14
17. Allount of Line 14
18. Allount of Line 14
19. Principal Tax Due
at Spousal
taxable at
at Sibling
taxable at
rate
Lineal/Class A rate
rate
Collateral/Class B rate
NUMBER
CD006988
+
INTEREST/PEN PAID (-)
130.24
DATE
07-18-2006
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
81,000.00
.00
.00
.00
13.998.24
.00
.00
(8)
(9)
(10)
11,110.72
26.002.10
(11)
(12)
(13)
(14)
NOTE: To insure propel'
credit to YOUI' account,
subllit the upper portion
of this forll with your
tax paYllent.
94,998.24
~7 . 11 ? R?
57,885.42
.00
57,885.42
14, 15 and/or 16, 17, 18 and 19 w1ll
returns assessed to date.
(15)
(16)
(17)
(18)
.00 X 00 ..
57,885.42 X 045..
.00 X 12 ..
.00 X 15 ..
(19)"
AMOUNT PAID
3,200.00
.00
2,604.84
.00
.00
2,604.84