HomeMy WebLinkAbout07-20-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
~<r=I~<:"!Q-'I:~,..p<It~~"EM.E-HT. ALLOWANCE OR DISALLOWANCE
'-j...... rj_IJ 'fit=;&:OUCTIONS AND ASSESSMENT OF TAX
07-23-2007
KRAMER
08-19-2006
21 06-0885
CUMBERLAND
101
APPEAL DATE: 09-21-2007
( 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
'URE~U OF INDIVIDUAL TAXES
e INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
<, i j ~
2007 JUL 20 PH~: 0 J
R LEONARD DAVIS
DRAKE HILEMAN &
PO BOX 1306
DOYLESTOWN
CLERK OF
I~.A~b~i~{Sr~Q~RTp~
n'AQ1~![- f.< ....'. f j'"'l
PA 18901
*'
REV-1547 EX AFP (06-05)
H
L
TO:
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~-~~~~~~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KRAMER H L FILE NO. 21 06-0885 ACN 101 DATE 07-23-2007
TAX RETURN WAS: ( ) 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/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
APPROVED DEDUCTIONS AND EXEMPTIONS:
( X) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
SEE ATTACHED NOTICE
.00
85,700.29
.00
.00
47.216.55
1.049.97
281,760.78
(8)
22,717.13
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: If an assess.ent was issued previously, lines
reflect fiaures that include the total of ~
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NUMBER
CD007436
+)
INTEREST/PEN PAID (-)
842.11
DATE
11-14-2006
INTEREST IS CHARGED THROUGH 08-07-2007
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
(9)
ClO)
6.062.52
(11)
Cl2)
Cl3)
Cl4)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
415.727.59
?8.779.~1i
386,947.94
38,694.79
348,253.15
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
. DO X DO ..
334,365.02 X 045..
. DO X 12 =
13.888. 13 X 15 =
(19)=
AMOUNT PAID
16,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
II
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 BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~
.00
15,046.43
.00
2,083.22
17,129.65
16,842.11
287.54
5.04
292.58
REV-1470 EX (6-88)
. ~ '*
. INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENrS NAME FILE NUMBER
Lloyd Kramer 2106-0885
REVIEWED BY ACN
Deborah Washington 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
I 8&10 Reduced to zero. Fiduciary income taxes are not allowable deductions for Pennsylvania
inheritance tax purposes.
ROW
Page 1