HomeMy WebLinkAbout06-25-07
06-18-2007
MICKEY
01-13-2007
21 07-0068
CUMBERLAND
101
APPEAL DATE: 08-17-2007
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
ApPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
2Q01 JUN 25 p~ 3: 56
CLEP,\\ Or- \
ORPHI'.N'S CQ~R1D'
EDMUND G MYI?A<t\,f~": I . ,: . A
,.:./\:j11
JOHNSON DUFFIE
301 MARKET ST
LEMOYNE PA 17043
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
REV-il547 EX AFP (06-05)
PEARL
G
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
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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 MICKEY PEARL G FILE NO. 21 07-0068 ACN 101 DATE 06-18-2007
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh 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
T AX 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/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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
35,000.00
.00
.00
.00
19,189.53
.00
74,741.97
(8)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
7,282.44
(9)
ClO)
333.06
Cl1)
Cl2)
Cl3)
Cl4)
10.
II.
12.
13.
14.
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:
(15)
Cl6)
Cl7)
Cl8)
.00 X 00 =
.00 X 045 =
.00 X 12 =
121,316.00 X 15 -
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
DISCOUNT (+)
INTEREST/PEN PAID (-)
O~ ALL 05 PAYMENTS
909.86
RECEIPT
NUMBER
lflflf SUMMARY
AMOUNT PAID
lflf
17,287.54
06-11-2007
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
128,931.50
7.6Pi.IiD
121,316.00
.00
121,316.00
Cl9)=
.00
.00
.00
18,197.40
18,197.40
TOTAL TAX CREDIT 18,197.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. (' 1
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.