HomeMy WebLinkAbout05-07-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 05-07-2007
ESTATE OF BOWERS JEANNE L
DATE OF DEATH 05-21-2006
FILE NUMBER 21 06-0545
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
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS ...
REY:is47-EX-AFP-coi:osj-NoricE-OF-iNHEiiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-oi---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOWERS JEANNE L FILE NO. 21 06-0545 ACN 101 DATE 05-07-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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" 1 i. I (~
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DAVID A FITZSIMONS
MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE PA 17013
*'
REV-15~7 EX AFP (06-05)
T AX 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. Stocks and Bonds (Schedule B)
3. Closely Held stock/Pa~tne~ship Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~operty (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
(9)
(10)
13.
14.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
140,000.00
184,169.52
234,684.00
.00
142,338.28
.00
27,957.05
(8)
46,124.72
822.04
(11)
(12)
(13)
(14)
Charitable/Gove~nmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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 rate
18. Amount of Line 14 taxable at Collateral/Class B ~ate
19. PrinCipal Tax Due
C D TS:
A M N
DATE
08-17-2006
02-15-2007
03-08-2007
NOTE:
(15)
(16)
(17J
(18)
.00 X
682,202.09 X
.00 X
.00 X
C PT
NUMBER
CD007118
CD007808
CD007874
D S OU T (+)
INTEREST/PEN PAID (-)
1,210.53
.00
.00
AMOUNT PAID
23,000.00
6,488.56
33.93
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
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.)
~
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
729,148.85
4~.94~ 7~
682,202.09
.00
682,202.09
00
045 =
12 =
15 =
.00
30,699.09
.00
.00
30,699.09
(19)=
30,733.02
33.93CR
.00
33.93CR