HomeMy WebLinkAbout05-29-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
" , ~.MONCS OF INHSRITANCE TAX
: A~PRAlSE~~NT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
DATE 05-21-2007
ESTATE OF CARSON MAXINE D
DATE OF DEATH 01-01-2007
FILE NUMBER 21 07-0057
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
~~!_~~~~~_!~!!_~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CARSON MAXINE D FILE NO. 21 07-0057 ACN 101 DATE 05-21-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
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L!JUI1,;'. i (...
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EDMUND G MYERS
JOHNSON DUFFIE
301 MARKET ST
LEMOYNE
PA 17043
REV-1547 EX AFP (06-05)
CHANGED
TAX RETURN WAS: (X) ACCEPTED AS FILED
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. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. 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/Misc. Expenses (Schedule H)
10. Debts/Mo~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
If an assess..nt 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 ~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
NOTE:
(l)
(2)
(3)
(4)
(5)
(6)
(n
.00
.00
.00
.00
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
5,402.95
.00
.00
(8)
5,402.95
585.90
(9)
(l0)
.00
ell)
(l2)
(l3)
(l4)
SiRSi 90
4,817.05
.00
4,817.05
(l5)
(16)
(l7)
(l8)
4,817.05 X 00 .00
.00 X 045 = .00
.00 X 12 . .00
.00 X 15 . .00
(l9). .00
AMOUNT PAID
NUMBER
+
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 PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)