HomeMy WebLinkAbout03-05-07
03-05-2007
DONAGHY
10-01-2006
21 06-0933
CUMBERLAND
101
APPEAL DATE: 05-04-2007
( See reverse side under Objections)
A.ount Re.lttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~
BUMEAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 21UOl
HARRISIURG PA 17121-0601
COMMONWEALTH OF PENNSYLVANIA
r'-~r-"."",...~~M;r,lt~ttT OF REVENUE
,--,). )i'!~~~~~.JiglINHERITANCE TAX
:~r'I1R"fSEHe)I1:;;'; :Alfl;.oWANCE OR DISALLOWANCE
, OF 'OEbUtTIOKS AND ASSESSMENT OF TAX
2007 ~t~R -5 PN I: 22
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLEf1'\' (Ie
.nl, ,~,I
ORPLl ^ 1\1'" 0nl 'OT
i I i/-\! , J l,~jv!Gl II
elll ''''C"""'" '". - ~,'
\ ,; i _ ., - . I ; ~ f! ~.,.i i...1.
' . .
ALBERT J HAJJAR
1300 MARKET STREET
SUITE A
LEMOYNE PA 17043
'*
REV-1547 EX AFP (06-05)
MARY
R
TO:
~Y!_~~~~~_!~!~-~!~~------~---~!!~!~-~~~!~_~~~!!~~_E~~_!~~~_~!~~~~!__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DONAGHY MARY R FILE NO. 21 06-0933 ACN 101 DATE 03-05-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
If an assess.ent was Issued previously, lines 14, 15 and/or 16, 17, II and 19 will
reflect figures that Include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
1'. 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 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)
,. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
.00
CI)
(2)
(3)
(4)
(5)
(6)
(7)
1.378.371.38
.00
.00
8.796.00
.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/60vernmental Bequestsl Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
33,997.51
.00
(11)
Cl2)
Cl3)
Cl4)
NOTE:
CIS)
(16)
Cl7)
(18)
.00
.00
1,011,774.00
340,395.87
x DO ..
X 045.
X 12 ..
X 15 ..
+
INTEREST/PEN PAID (-)
8,622.91
.00
AMOUNT PAID
163,835.31
14,527.00
DATE
12-27-2006
01-19-2007
NUMBER
CD007612
CD007726
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 for. with your
tax paYllent.
1,387,167.38
33.997.!il
1,353,169.87
1,000.00
1,352,169.87
Cl9)=
.00
.00
121,413.00
51,059.00
172,472.00
186,985.22
14,513.22CR
.00
14,513.22CR
( IF TOTAL DUE IS LESS THAN tl. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CI). YOU MAY BE D
A REFUND. SEE REVERSE SI~E OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (8-88)
"#.
.
-
INHERIT ANCI; TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDMDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEOENrS NAME
Donaghy, Mary R.
FILE NUMBER
REVIEWED BY
Daniel Heck
ACN
2106-0933
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
Specific bequests are taxable outright to the beneficiary/ies before determining residue.
ROW
Page 1