HomeMy WebLinkAbout05-29-07
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BUREAU OF INDIVIDUAL TA~SI
INHERITANCE TAX DIVISION
PO BOX 280&01
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.,'- NOTICE OF INHERITANCE TAX
"APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DATE 05-21-2007
ESTATE OF LOWER MARK J
DATE OF DEATH 10-29-2006
FILE NUMBER 21 06-0979
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
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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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 LOWER MARK J FILE NO. 21 06-0979 ACN 101 DATE 05-21-2007
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MECHANICSBURG PA 17055
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REV-1547 EX AFP (06-05)
TAX 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/Pa~tne~ship Inte~est (Schedule C)
4. Ho~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Pe~sonal P~ope~ty (Schedule E)
6. JointlY Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Ho~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate SUbject to Tax
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
51, 951. 72
.00
.00
(8)
NOTE: To insu~e P~ope~
c~edit to yoU~ account,
submit the uppe~ po~tion
of this fo~m with YOU~
tax payment.
51,951.72
8.D9?80
43,858.92
.00
43,858.92
NOTE: 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 ALL 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 ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
(9)
ClO)
8,092.80
.00
(11)
Cl2)
Cl3)
Cl4)
Cl5) 43,858.92 X 00 . .00
Cl6) .00 X 045. .00
Cl7) .00 X 12 . .00
(18) .00 X 15 . .00
Cl9). .00
AHOUNT PAID
NUHBER
+
INTEREST/PEN PAID (_)
DATE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)