HomeMy WebLinkAbout04-13-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
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
13 Pi! I: I(SI'"ATE OF PHILLIPS ElEANOR C
DATE OF DEATH 04-18-2006
FILE NUMBER 21 06-0686
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-15-2007
( See reverse side under Objections)
Amount Remittedl 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 (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PHILLIPS ElEANOR C FILE NO. 21 06-0686 ACN 101 DATE 04-16-2007
SUSAN H CONFAIR
REAGER ADLER
2331 MARKET ST
CAMP HILL
()P';;:
VI,
r:! ~I
PA 17011
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Stocks and Bonds (Schedule B)
(l)
(2)
(3)
(4)
(S)
(6)
(7)
26,500.00
.00
.00
.00
.00
8,742.26
.00
NOTE: To inSUre proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
I. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
(8)
35,242.26
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)
UO)
15,570.16
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
1.443.99
Ul)
(2)
(3)
(4)
17.016.Pi
18,228.11
.00
18,228.11
Net Value of Estate Subject to Tax
If an assessment 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:
IS. Amount of Line
16. Amount of Line
17. Amount of Line
18. Amount of Line
19. Principal Tax
TAX CR ITS:
PAYM NT
DATE
02-01-2007
04-09-2007
NOTE:
Collateral/Class B rate
US)
(6)
(7)
(8)
.00
18,228.11
.00
.00
X 00
X 045 =
X 12 =
X 15 =
(9)=
.00
820.26
.00
.00
820.26
at Spousal rate
taxable at Lineal/Class A rate
at Sibling rate
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
.00
AMOUNT PAID
820.26
2.51
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
820.26
.00
.00
.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 D~E III
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS_} \lVI