HomeMy WebLinkAbout04-13-07
04-16-2007
DEEGAN
02-07-2006
21 06-1012
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
~UREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOII~E OF. IIfHERITANCE TAX
APPRAISEME,NT,ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
! '\
i ~)
-DATE
i .l
"EsTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
r
KERRY M DEEGAN
203 HARLEYSVILLE PIKE
HARLEYSVILLE PA 19438
'*
REV-1547 EX AFP (06-05)
HENRIETTA E
TO:
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 DEEGAN HENRIETTA E FILE NO. 21 06-1012 ACN 101 DATE 04-16-2007
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
.00
356.918.54
.00
.00
35.771 .24
.00
.00
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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
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)
(0)
6,070.27
1.517.07
(1)
(2)
(3)
(4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
392,689.78
7.1)87.34
385,102.44
.00
385,102.44
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 ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
OS) .00 X DO .00
(6) 385,102.44 X 045 = 17,329.61
(7) .00 X 12 = .00
(8) .00 X 15 = .00
(9)= 17,329.61
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE , NUMBER INTEREST/PEN PAID (-)
01-22-2007 ~Do0774o .00 16,375.77
INTEREST IS CHARGED THROUGH 05-01-2007 TOTAL TAX CREDIT 16,375.77
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 953.84
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 283.85
TOTAL DUE 1,237.69
* 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 R~~IINn_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
'* INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Henrietta E. Deegan 2106-1012
REVIEWED BY ACN
Bill Lyons 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
H A-7 Disallowed.
ROW
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