HomeMy WebLinkAbout05-07-07
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
'*
DATE 04-30-2007
ESTATE OF GUTIERREZ THELMA M
DATE OF DEATH 12-04-2006
FILE NUMBER 21 07-0012
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-29-2007
( 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 4-
REY:i547-Ex-AFP-C03:05j-NoTicE-oF-iNHERiTANCE-TAX-APPRAisEHENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GUTIERREZ THELMA M FILE NO. 21 07-0012 ACN 101 DATE 04-30-2007
/":.
, I'.
[ -
REV-1547 EX AFP (06-05)
",
JOHN W SHEARER
7949 SLEPIAN ST
HBG
PA 17112
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.
3.
4.
5.
6.
7.
S.
Stocks and Bonds (Schedule B)
{D
(2)
(3)
(4)
(5)
(6)
{n
.00
.00
.00
.00
3.792.94
.00
.00
(S)
NOTE: To insu~e p~ope~
c~edit to yoU~ account,
submit the uppe~ po~tion
of this fo~m with yoU~
tax payment.
Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
Mo~tgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
Jointly Owned P~ope~ty (Schedule F)
T~ansfe~s (Schedule G)
Total Assets
3,792.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
636.14
3.037.67
ell)
Cl2)
Cl3)
Cl4)
3.673 RI
119.13
.00
119.13
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 ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
lS. Amount of Line 14 taxable at Collate~al/Class B ~ate
19 P~incipal Tax Due
.00 X DO
119.13 X 045 =
.00 X 12 =
.00 X 15 =
TAX CREnTTS:
PAYMENT RECEIPT / DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-12-2007 CDo076Y .27 5.36
TOTAL TAX CREDIT 5.63
BALANCE OF TAX DUE .27CR
INTEREST AND PEN. .00
TOTAL DUE .27CR
Cl9)=
.00
5.36
.00
.00
5.36
Cl5)
(16)
Cl7)
(U)
* 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
A REFUND. SEE REVERSE SIDE OF nlIs FORM FOR TNC:::TRII~TTnNC::: ,
DUf'(