HomeMy WebLinkAbout04-09-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 280601
HARRISBURG PA 17128-0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"-'"'.~r.."..-,,(~01;ICE OF INHERITANCE TAX
',:-:!' ".'APPRAtllilDlENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*
REV-1547 EX AFP <06-05)
DATE 04-02-2007
ESTATE OF EVANS RUTH R
DATE OF DEATH 09-20-2006
FILE NUMBER 21 06-0916
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-01-2007
( See ,everse side unde, 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 +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EVANS RUTH R FILE NO. 21 06-0916 ACN 101 DATE 04-02-2007
ZOD7 APR - 9 M111: 49
JERRY R DUFFIE
JOHNSON ETAL
PO BOX 109
LEMOYNE
r'>/ ERf' n/-
l.,.... _ ,\ ~) ~
ORPH/>:\I'C; ('>t'\i InT
I ;""\, '~ \j \j;~..h", :'411
CI ". ". - "" ", ,....., I' '
\.....1;',/.'., :. 1 ,"i\
PA 17043
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
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
148.141. 33
96.678.00
.00
(8)
244,819.33
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)
(10)
21,334.38
870.17
ell)
(12)
(13)
(14)
??.. ?Or:;. 1 ~
222,614.18
.00
222,614.18
NOTE:
If an assess.ent was Issued previously, lines
reflect figures that Include the total of Abl
ASSESSMENT OF TAX:
15. Amount of Line 14
16. Amount of Line 14
17. Amount of Line 14
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
at Spousal rate
taxable at Lineal/Class A rate
at Sibling rate
.00 X 00 .
222,614.18 X 045.
.00x12.
.00x15.
(19).
.00
10,017 . 64
.00
.00
10,017.64
(15)
(16)
(17)
(18)
DATE
12-1ti-2006
01-12-2007
NUMBER
CD007570
CD001701
+
INTEREST/PEN PAID e-)
473.68
.00
AMOUNT PAID
9,000.00
543.96
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
10,017.64
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
~OR CALCULATION OF ADDITIONAL INTEREST.
e IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" eCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)