HomeMy WebLinkAbout05-29-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
" ..N.OnCE OF INHERITANCE TAX
~P~~ISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
05-21-2007
BAILEY
09-10-2006
21 06-0808
CUMBERLAND
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
~~!_~~~~~_!~!~-~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
JUNE G FILE NO. 21 06-0808 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
" 'I' r,.) '9
t: ..... .....
r '.' I C ,n
(n : J:::;
ORF::''.
HAROLD S IRWIN IItLji,'
IRWIN LAW OFFICE
64 S PITT ST
CARLISLE
PA 17013
ESTATE OF
BAILEY
REV-15~7 EX AFP (06-05)
JUNE
G
DATE 05-21-2007
TAX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
{
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
If en essess.ent wes issued preViously, lines 14, 15 end/or 16, 17, 18 end 19 will
reflect figures thet include the totel of ~ returns essessed to dete.
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
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
NOTE:
NUMBER
+
INTEREST/PEN PAID (-)
DATE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(l)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
10,909.68
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
10,909.68
(9)
(l0)
6,422.80
8.954.80
(ll)
(l2)
(13)
(l4)
P;.~77 1>0
4,467.92-
.00
4,467.92-
(lS)
(U)
(l7)
(l8)
.00 X 00 .00
.00 X 045 = .00
.00 X 12 = .00
.00 X 15 = .00
(l9)= .00
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)