HomeMy WebLinkAbout07-20-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
::,~:{'I('.Dl'r-T) ('i!N.P.f{Cf',OF INHERITANCE TAX
, ._If.'! "PPR'AI-sel4ewr ,'- ALLOWANCE OR DISALLOWANCE
::::r:FTiji=< D~DiJCtI6NS AND ASSESSMENT OF TAX
1''-.'_.)1..) ......1 t_~.l 1. < , ,.'
07-02-2007
GRAHAM
07-31-2003
21 06-1064
CUMBERLAND
101
APPEAL DATE: 08-31-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
2001 JUL 20 PH 12: 5 I
SCOTT A STEIN ESQ
3800 MARKET ST
CAMP HILL
CLERK OF
ORPHAN'S COURT
CU' ~OCDI I. ~ if, ('(] P'A
rnr.~'C '::",-",!...:) ',.,j ,_r. 1 ,
PA 17011
*'
REV-1547 EX AFP (06-05)
LORETTA
M
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF ~EDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GRAHAM LORETTA M FILE NO. 21 06-1064 ACN 101 DATE 07-02-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
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)
S. Total Assets
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.
14.
(l)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
<l0)
) CHANGED
90,000.00
.00
.00
.00
2.445.00
.00
.00
(S)
5,627.00
2.653.92
ell)
<l2)
<l3)
<l4)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
92,445.00
R.?RO 9?
84,164.08
.00
84,164.08
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 rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
<l5) .00 X 00 = .00
(16) 84,164.08 X 045 = 3,787.38
<l7) .00 X 12 = .00
<lS) .00 X 15 = .00
<l9)= 3,787.38
AMOUNT PAID
4,164.08
{+
PAID (-)
376.70-
DATE
02-27-2007
NUMBER
CD007844
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-28-2007 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
3,787.38
.00
228.28
228.28
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU'\.
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) crfV\
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 008435
RUSSO PETER J
3800 MARKET STREET
CAMP HILL, PA 17011
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
-------- fold
101
$228.28
ESTATE INFORMATION: SSN: 210-25-7461
FILE NUMBER: 2106-1064
DECEDENT NAME: GRAHAM LORETTA M
DA TE OF PAYMENT: 07/20/2007
POSTMARK DATE: 07/1 9/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 07/31/2003
TOTAL AMOUNT PAID:
$228.28
REMARKS: PETER J RUSSO
CHECK#195
SEAL
INITIALS: OM
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
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