HomeMy WebLinkAbout05-07-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. .. NOTICE OF INHERITANCE TAX
AP~~AlSEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
DATE 05-07-2007
ESTATE OF MEL TON JR THOMAS A
DATE OF DEATH 11-03-2005
FILE NUMBER 21 06-0003
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2007
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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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 MELTON JR THOMAS A FILE NO. 21 06-0003 ACN 101 DATE 05-07-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0&01
y -- 7 Ai 1I j: I 6
JOHN E SLIKE ESQ
SAIDIS ETAL
2109 MARKET ST
CAMP HILL PA 17011
REV-1547 EX AFP (0&-05)
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
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
NO. 0 1
.00
4,236.40
.00
.00
.00
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
4,236.40
(9)
ClO)
.00
.00
Cl1)
Cl2)
Cl3)
Cl4)
nn
4,236.40
.00
131,844.57
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Cl5) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) 131,844.48 X 045 = 5,933.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 5,933.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-31-2006 CD006271 257.89 4,900.00
05-05-2006 CD006660 .00 584.47
02-16-2007 CD007822 .00 190.64
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-17-2007 TOTAL TAX CREDIT 5,933.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. 7.45
TOTAL DUE 7.45
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL lNTEREST.
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. '1l'~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~~.
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)