HomeMy WebLinkAbout04-09-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-~-'! .... CiTifci:rI'l;f OF INHERITANCE TAX
. API<!RAU,EMENT. ALLOWANCE OR DISALLOWANCE
!OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
DATE 04-09-2007
ESTATE OF JONES DORIS L
DATE OF DEATH 11-16-2006
FILE NUMBER 21 06-1097
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-08-2007
( See reverse side "nder Objections)
A.ount Re.ittedl 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 +-
-----------------------------------------------------------~--------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JONES DORIS L FILE NO. 21 06-1097 ACN 101 DATE 04-09-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 2'''01
HARRISIURG PA 17121-0'01
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LU r'd I" .,)
11: 51
CLtr:~\ ~~,
ROBERT P GRUBB ESQ
METZGER ETAL
PO BOX 3200
HBG PA 17110
REV-1S47 EX AFP (O'-OS)
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/lank Deposits/Misc. Personal Property (Schedule E)
,. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
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/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate SUbject to Tax
If an assess.ent was issued previously, l1nes
reflect figures that 1nclude the total of ~
ASSESSMENT OF TAX:
15. Amount of Line 14
1&. Amount of Line 14
17. Amount of Line 14
18. Amount of Line 14
19. Principal Tax Due
NOTE:
at Spousal
taxable at
at Sibling
taxable at
rate
Li~eal/Class A rate
rate
Collateral/Class B rate
+
INTEREST/PEN PAID (-)
156.55
DATE
01-15-2007
NUMBER
CD007710
PAYMENT MUST BE MADE BY 08-16-2007*.
(1)
(2)
(3)
(4)
(5)
(&)
(n
.00
.00
.00
.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax rpayment.
1,203.00
.00
86,270.68
(8)
87,473.68
(9)
ClO)
17,251.77
449.63
(11)
Cl2)
Cl3)
Cl4)
17.701.60
69 , 772 .28
.00
69,772.28
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
Cl5)
(U)
Cln
(18)
.00 x 00 ..
69,772.28 x 045..
.00 x 12 ..
.00 x 15 ..
.00
3,139.75
.00
.00
3,139.75
Cl9)..
AMOUNT PAID
2,974.51
TOTAL TAX CREDIT 3,131.06
BALANCE OF TAX DUE 8.69
INTEREST AND PEN. .00
TOTAL DUE 8.69
( IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED. Ob
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.