HomeMy WebLinkAbout03-05-07
02-27-2007
THOMAS SR
09-03-2006
21 06-1066
CUMBERLAND
101
APPEAL DATE: 04-28-2007
( See re11erse side under Objections)
A.ount Re.ittedl r
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -to 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
ROBERT L FILE NO. 21 06-1066 ACN 101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
"'nitiEIIil~E TAX OIVISIOH
PO lOX ~10601
HARRISIURG PA 17121-0'01
-,r-.."'r'-'rr\ o-'.-c-, ,,,JlllJ'ICE OF INHERITANCE TAX
':.:::: }!iI,:)AeW(!tEi!.EHT, ALLOWANCE OR DISALLOWANCE
, r'OF',DEDtlCTIONS AND ASSESSMENT OF TAX
L.' ~ " ,
ZOOHMR -5 PH I: 23
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
"'I Er"< r)~
VL -;'ii \.-r
ORPH' " ~ 1'0' 0111 IR~
I . :/'\'J'\,,~ \,j\j ,) It
ROGER B IRWIN ES~ULC'
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
f~:'
-,'-.\
PA 17013
ESTATE OF
THOMAS SR
*
REV-1547 EX AFP (0'-05)
ROBERT
L
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
DATE 02-27-2007
SEE ATTACHED NOTICE
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
.00
243.28
.00
.00
(1)
(2)
(3)
(4)
(5)
(6)
(7)
16.890.29
.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)
(10)
9.731.37
1.893.01
(11)
(12)
(13)
(14)
NOTE:
If an assess.ent was issued previously, lines
reflect figures that include the total of ~
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
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
17,133.57
11 .~'6.3a
5.509.19
.00
5,509.19
14. 15 and/or 1', 17, 18 and 19 will
returns assessed to date.
. DO X DO .
I. 10 1. 84 X 045.
3,525.88 X 12 .
881.47xI5.
(19).
(15)
(16)
(17)
(18)
+
INTEREST/PEN PAID (-)
AMOUNT PAID
DATE
NUMBER
PAYMENT MUST BE MADE BY 06-03-2007_.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
49.58
423.11
132.22
604.91
.00
604.91
.00
604.91
( IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY B
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.
REV-1470 EX (6-88)
.. I
.. "~a
*'
INHERITANCE TAX
EXPLANA TIO....
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
Thomas, Robert L. Sr.
FILE NUMBER
REVIEWED BY
Daniel Heck
ACN
2106-1066
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The distribution of the estate has been adjusted to figures submitted on amended
recapitulation page of the return received 0211212007.
ROW
Page 1