HomeMy WebLinkAbout05-07-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
"APP~AISEMENT, ALLOWANCE OR DISALLOWANCE
OF, DEDUCTIONS AND ASSESSMENT OF TAX
.
DATE 05-07-2007
ESTATE OF BURKHOLDER ANNA V
DATE OF DEATH 05-18-2006
FILE NUMBER 21 06-0491
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-06-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~Q~~~-~Q~!!Q~-~Q~-!Q~~-~~~Q~~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BURKHOLDER ANNA V FILE NO. 21 06-0491 ACN 101 DATE 05-07-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280t101
HARRISBURG PA 17128-0601
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OF:Fi-j/I,\
JAMES G MORGAN Jft
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TUCKER ARENSBERG
PO BOX 889
HBG PA 17108
REV-1547 EX AFP (06-05)
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} CHANGED
T AX RETURN WAS: (X) ACCEPTED AS F I LED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
S. Total Assets
.00
4.114.20
.00
.00
186.450.65
.00
.00
(S)
(l)
(2)
(3)
(4)
(5)
(6)
(n
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
190,564.85
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
11,957.29
.00
Ul}
(2)
U3}
U4}
(9)
UO}
11.91;7 ?9
178,607.56
.00
178,607.56
13.
14.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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
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
US} .00 X 00 .00
(16) .00 X 045 = .00
U7} .00 X 12 = .00
(18) 178,607.56 X 15 = 26,791.13
U9} = 26,791.13
TAX CRI;:DITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-18-2007 CD007816 .00 26,791.13
TOTAL TAX CREDIT 26,791.13
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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 DUE~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)