HomeMy WebLinkAbout05-29-07
BUREAU OF INDIVIDUAL TAXI9S-( ,
INHERITANCF. TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. NOTICE OF INHERITANCE TAX
, I'[A)PRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
REV-1547 EX AFP {06-05}
DATE 05-21-2007
ESTATE OF SWAN GRACE C
DATE OF DEATH 06-14-2006
FILE NUMBER 21 06-0565
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-20-2007
( See rnerse side "nder Objections)
A.ount Re.1ttedl 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 +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SWAN GRACE C FILE NO. 21 06-0565 ACN 101 DATE 05-21-2007
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ALLEN E HENCH rff~ij~l'U '.
ALLEN HENCH LMt';OFFICE
220 MARKET ST
NEWPORT PA 17074
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
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
.00
213,397.98
.00
.00
6,731.77
3.258.94
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
223.388.69
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)
ClO)
31.075.15
5.686.26
(11)
Cl2)
Cl3)
Cl4)
31; . 7 ~ 1 .61
186.627.28
.00
186.627.28
If an assess.ent was 1ssued prev10usly. l1nes 14. 15 and/or 16. 17. 18 and 19 w1l1
reflect f1gures that 1nclude 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
NOTE:
Cl9)=
.00
8.398.23
.00
.00
8.398.23
(15)
(16)
Cl7)
(18)
.00 X
186.627.28 X
.00 X
.00 X
00
045 =
12 =
15 ..
DATE
09-13-2006
03-09-2007
NUMBER
CD007197
CD007887
o +
INTEREST/PEN PAID (-)
210.53
.00
AMOUNT PAID
4.000.00
4.187.71
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 8.398.24
BALANCE OF TAX DUE .01CR
INTEREST AND PEN. .00
TOTAL DUE .01C
( IF TOTAL DUE IS LESS THAN tl, 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.)