HomeMy WebLinkAbout04-09-07
04-02-2007
SORTI NO
09-10-2006
21 06-0817
CUMBERLAND
101
APPEAL DATE: 06-01-2007
( See reverse side "nder Objections)
A.ount Re.lttedl ,
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~-~!~~------~--_!!!~!~-~~~!!_~~!!!~~-~~!-!~~!_!!~~!~!_-~--------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JEAN FILE NO. 21 06-0817 ACN 101
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 21UOl
HARRISIURG PA 17128-0601
-r
,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,',l:[:n:~N9TICE OF INHERITANCE TAX
"APF'll'AISEMENT. ALLOWANCE OR DISALLOWANCE
~F;DEDUCTIONS AND ASSESSMENT OF TAX
2007 APR -9 A~lIl: 49
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
,~, ERI< ",-
\.L " ur
ORPH" \1'''' ('QllnT
I - I.l...\; \ ..:-;! ,,-,.I( l.... f11
'JAMES M BACH ESQ:U:\/~- ',"(\ f~,\
352 S SPORTING HILL RD
MECHANICSBURG PA 17050
ESTATE OF
SORTINO
'*
REV-1547 EX AFP (06-05)
JEAN
TAX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
DATE 04-02-2007
If .n .ssess.ent w.s Issued previously, lines 14, IS .nd/or 1', 17, 18 .nd 19 will
reflect figures th.t Include the tot.l of ~ returns .ssessed to d.te.
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
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
.00
(D
(2)
(3)
(4)
(5)
(6)
(n
3.249.00
.00
.00
175.976.42
.00
.00
(8)
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/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
22.648.56
.00
ell)
Cl2)
Cl3)
Cl4)
NOTE:
(lS)
(U)
Cln
(18)
.00 X DO '.
.00 X 045..
128,076.86 X 12 .
28,500.00 X 15 ..
Cl9).
+
INTEREST/PEN PAID (-)
.00
.00
AMOUNT PAID
19,644.21
.01
DATE
12-18-2006
03-26-2007
NUMBER
CDo07517
SBADJUST
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
179,225.42
??~6A.I;t;
156,576.86
.00
156,576.86
.00
.00
15,369.22
4,275.00
19,644.22
19,644.22
.00
.00
.00
( IF TOTAL DUE IS LESS THAN t1. 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.)