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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
;~O_F, j:lI;pUc;rI~_I'lS :AND~SSESSMENT OF TAX
*'
DATE 04-16-2007
ESTATE OF BROWN EVA I
p~:rE OF DEATH 11-04-2006
FILE NUMBER 21 06-0998
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 +--
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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 BROWN EVA I FILE NO. 21 06-0998 ACN 101 DATE 04-16-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
., .
1,-,
; C-l.
; tj
JACQUELINE A KELLY ESQ
JAN L BROWN ASSOCS
845 SIR THOMAS CT 12
HBG PA 17109
REV-1547 EX AFP (06-05)
TAX RETURN WAS:
) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
79,586.28
.00
127,700.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
207,286.28
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
17,901.02
(9)
CIO)
2,257.23
CI1)
CI2)
CI3)
CI4)
?O.lI;R.?a:;
187,128.25
.00
187,128.25
NOTE: If an assessment 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 CIS) .00 X DO .00
16. Amount of Line 14 taxable at Lineal/Class A rate CI6) 187,128.25 X 045 = 8,420.77
17. Amount of Line 14 at Sibling rate CI7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate CI8) .00 X 15 = .00
19. Principal Tax Due CI9)= 8,420.77
TAX CREDITS: /
PAYMENT AuCEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-29-2007 ./CDOO7754 280.75 5,334.27
PAYMENT MUST BE MADE BY 08-04-2007*. TOTAL TAX CREDIT 5,615.02
BALANCE OF TAX DUE 2,805.75
INTEREST AND PEN. .00
TOTAL DUE 2,805.75
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. .in
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~;
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 ~X (05-88)
* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME FILE NUMBER
Eva I. Brown 2106-0998
REVIEWED BY ACN
Bill Lyons 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
F 1 An asset made joint within one year of death is taxed at 100 percent of it's value with a
$3000 exclusion per transferee.
ROW
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