HomeMy WebLinkAbout05-29-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, NOTICE OF INHERITANCE TAX
APPRAlSEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
05-21-2007
KIMMEL
07-31-2006
21 06-1018
CUMBERLAND
101
APPEAL DATE: 07-20-2007
( See reverse side IIl1der Objections )
A.ount Re.lttedl 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
JOHN F FILE NO. 21 06-1018 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
~RRIS8URG PA 17128-0601
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PI; \: 05
JAMES D BOGAR
BOGAR & HIPP LAW
1 W MAIN ST
SHIREMANSTOWN
C~LERt<,
ORpu,:\i":;
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0\ q\ ,-
OFCS
PA 17011
ESTATE OF
KIMMEL
*'
REV-1547 EX AFP (06-05)
JOHN
F
T AX RETURN WAS: (X) ACCEPTED AS F I LED
DATE 05-21-2007
{
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 an assess.ent was Issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that Include the total of ~ 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
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:
+
INTEREST/PEN PAID (-)
.00
DATE
03-14-2007
NUMBER
CD007902
(ll
(2)
(3)
(4)
(5)
(6)
(7)
.00
142.38
.00
.00
14.787.82
.00
59,140.05
(8)
ell)
(12)
(13)
(14)
DO
045 =
12 =
15 =
(U)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
74,070.25
??3'i?96
51,717.31
.00
51,717.31
.00
2,327.28
.00
.00
2,327.28
2,327.28
.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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR
(9)
(10)
22,224.59
128.35
(15)
(16)
(17)
(18)
. DO X
51,717.31 X
.00 X
. DO X
AMOUNT PAID
2,327.28
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE