HomeMy WebLinkAbout04-09-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 280nl
H4RRIS8URG PA 17128-0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-, "f',': ':'(\!f<<rT:tCE OF INHERITANCE TAX
'AjtJiRl~i.!EME"T, ALLOWANCE OR DISALLOWANCE
"OFbEDUCTIONS AND ASSESSMENT OF TAX
'*
REV-1547 EX AFP (0'-05)
DATE 04-09-2007
ESTATE OF ROYER SR JAMES L
DATE OF DEATH 04-15-2006
FILE NUMBER 21 07-0054
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-08-2007
( See rnerse side "nder Objectio.ns)
A.ount Re.1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~g~~_!~!~-~!~~------~--_!!!~!~-~~~!!_~~!!!~~-~~!-!~~!_!!~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROYER. SR JAMES L FILE NO. 21 07-0054 ACN 101 DATE 04-09-2007
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ROBERT P GRUBB
METZGER ETAL
PO BOX 5300
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PA 17110
TAX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
RESERVATION CONCERHINQ 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
NOTE: To insure proper
credit to your account,
SUbMit the upper portion
of this forM with your
tax paYMent.
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
25.018.00
2,074,950.00
(8)
2,099,968.00
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
(9)
ClD)
7,620.00
.00
(11)
Cl2)
(13)
Cl4)
7.1020 00
2,092,348.00
.00
2,092,348.00
NOTE: If an assess.ent was issued preViously. lines 14. 15 and/or 16. 17. 18 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 (15)
16. AMount of Line 14 taxable at Lineal/Class A rate (16)
17. AMount of Line 14 at Sibling rate (17)
18. AMount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
2.092,348.00 X 00 .. .00
.00 X 045. .00
.00 X 12 . .00
.00 X 15 .. .00
Cl9). .00
AMOUNT PAID
DATE
NUMBER
+
INTEREST/PEN PAID (-)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
{ IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE D
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