HomeMy WebLinkAbout04-13-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF 'INHERITANCE TAX
APPRAISEMENT, ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-15~7 EX AFP (06-05)
DATE.
i ,. .:,,);- ') , ~ ,.
E~TA1lE OFLU
DATE OF DEATH
(I ' F.:r:L~"'NUMBER
COUNTY:!
ACN .
04-16-2007
LOPEZ
07-04-2005
21 05-0671
CUMBERLAND
101
APPEAL DATE: 06-15-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ELEANOR
M
''-I'
JOHN F KING ESQ
FRIEDMAN & KING
PO BOX 984
HBG
PA 17108
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
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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 LOPEZ ELEANOR M FILE NO. 21 05-0671 ACN 101 DATE 04-16-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
} CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (I)
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) (S)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
S. Total Assets
NO. 01
.00
4,481.16
.00
.00
.00
.00
.00
(S)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
4,481.16
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)
UO}
.00
.00
(ll)
U2}
U3}
U4}
.nn
4,481.16
.00
467,451.48
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 US} .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate U6} 467,451.48 X 045 = 21,035.31
17. Amount of Line 14 at Sibling rate un .00 X 12 = .00
IS. Amount of Line 14 taxable at Collateral/Class B rate US} .00 X 15 = .00
19. Principal Tax Due U9}= 21,035.31
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE /NUMBER INTEREST/PEN PAID (-)
08-16-2006 ~007117 .00 20,833.66
10-05-2006 ~0729o 334.36- 536.01
02-01-2007 007769 201.65- 201.65
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-02-2007 TOTAL TAX CREDIT 21,035.31
BALANCE OF TAX DUE .00
INTEREST AND PEN. 7.13
TOTAL DUE 7.13
If
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.}
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