HomeMy WebLinkAbout05-29-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
'APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (0'-05)
DATE 05-21-2007
ESTATE OF GRAMM HARRIET F
DATE OF DEATH 06-06-2006
FILE NUMBER 21 06-0525
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-20-2007
( 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
~~!_~~9~~_!~!!_~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GRAMM HARRIET F FILE NO. 21 06-0525 ACN 101 DATE 05-21-2007
ic; . Y 29 r i I I: 05
n[1~;
JAMES M BACH ATTY '''I~~f,''.
352 S SPORTING HIL~\JRD
MECHANICSBURG PA 17050
T AX RETURN WAS: (X) ACCEPTED AS F I LED
} 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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
U}
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
248,822.18
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
248,822.18
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)
UO}
25,887.05
.00
Ul}
U2}
U3}
U4}
?1i.R876n~
222,935.13
.00
222,935.13
NOTE: If.n .ssess.ent w.s issued previously, lines 14, 15 .nd/or 16, 17, 18 .nd 19 will
reflect figures th.t include the tot.l of ~ returns .ssessed to d.te.
ASSESSMENT OF TAX:
IS. 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
DATE
03-02-2007
NUMBER
CD007861
+
INTEREST/PEN PAID (-)
.00
US} .00 X 00 .00
(U) 222,935.13 X 045 = 10,032.08
U7} .00 X 12 = .00
U8} .00 X 15 = .00
U9}= 10,032.08
AMOUNT PAID
10,032.08
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
10,032.08
.00
.00
.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 DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)