HomeMy WebLinkAbout03-14-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,I;' , ;-__!,Jlt(i);lCE OF INHERITANCE TAX
AP,PRAIS~KEHT, ALLOWANCE OR DISALLOWANCE
- QF DEDUCTIONS AND ASSESSMENT OF TAX
03-05-2007
MARTIN
08-10-2006
21 06-0726
CUMBERLAND
101
APPEAL DATE: 05-04-2007
( See reverse side under Objections)
Amount Re.1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
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RONALD E JOHNSON ESQ
ANDREWS & JOHNSON
78 W POMFRET ST
CARLISLE
PA 17013
*
REV-1547 EX AFP (06-05)
MARY
E
TO:
f~!_~~~~~_!~!~_~!~~______~___!~!~!~_~~~g!_~~!!!~~_~~!_!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARTIN MARY E FILE NO. 21 06-0726 ACN 101 DATE 03-05-2007
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. 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)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
87,600.00
.00
.00
.00
3,388.35
4,310.58
250.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule Il
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
NOTE:
DATE
11-08-2006
12-15-2006
CE T
NUMBER
CD007411
CD007572
o +
INTEREST/PEN PAID (-)
631.58
.00
(9)
7,080.46
ClO)
CIS)
Cl6)
(17)
(18)
164.89
(11)
(12)
(13)
(14)
.00 X
.00 X
500.00 X
87,804.00 X
AMOUNT PAID
12,000.00
598.96
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
If an assess.ent was 1ssued prev1ously, l1nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that 1nclude the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
1'. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount Line 14 taxable at Collateral/Class B rate
19. Tax Due
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
95,548.93
7.?4'i ~I;
88,303.58
.00
88,303.58
00 =
045 =
12 =
15 =
.00
.00
60.00
13,170.54
13,230.54
(19)=
13,230.54
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.> ~