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HomeMy WebLinkAbout04-13-07 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX . REV-1547 EX AFP (06-05) DATE 04-16-2007 ESTATE OF BARRY ANNA E DATE OF DEATH 07-07-2006 FILE NUMBER 21 06-0635 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 06-15-2007 ( 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 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REY:is47-EX-AFP-C03:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BARRY ANNA E FILE NO. 21 06-0635 ACN 101 DATE 04-16-2007 r rY." I t"J P!J 1: C ! t\(r:, j \-1 \ l i JOHN R BARRY Opo ~ 536 ICHABOD couRtH MECHANICSBURG PA 17050 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/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 22.610.53 .00 .00 18,675.88 .00 .00 NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. (8) 41,286.41 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. 10. II. 12. 13. 14. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions Net Value of Tax Return (9) ClO) 5,954.50 .00 (11) Cl2) Cl3) Cl4) 1i.91i4.1i0 35,331.91 .00 35,331.91 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax 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 !b.b. 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) 35,331.91 X 045 = 1,590.00 17. Amount of Line 14 at Sibling rate Cl7> .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate Cl8) .00 X 15 = .00 19. Principal Tax Due Cl9)= 1,590.00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 01-16-2007 CDOO7709 .00 1,590.00 TOTAL TAX CREDIT 1,590.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE . ~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS_) I }J(J