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HomeMy WebLinkAbout06-25-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 r-'" ,","",r ry !:!.9.n.,CE OF INHERITANCE TAX ~:::,_C1i.':A&~~."~Ji!.EIH, ALLOWANCE OR DISALLOWANCE Of -DEDUqIoNS AND ASSESSMENT OF TAX :'; i ' .",r" I 'I DATE 06-18-2007 ESTATE OF MOORE MARY H DATE OF DEATH 07-10-2006 FILE NUMBER 21 06-0661 COUNTY CUMBERLAND ACN 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 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 DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MOORE MARY H FILE NO. 21 06-0661 ACN 101 DATE 06-18-2007 2007 JUN 25 PH 3: 57 ROBERT L MARKS MARKS HAL PO BOX 179 DANVILLE CLERK OF ORPWH,I'S ("'('\!JeT . j hi--l,,! II \. \'~j\j~,! I ESQCll~ ,.,'. ,',~. D~ jl'/,,~ I I,) :-h PA 17821 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Interest (Schedule C) (3) 4. Mortgages/Notes Receivable (Schedule D) (4) s. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (s) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets .00 .00 .00 .00 20,939.95 .00 1,284,773.26 (8) 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 101,207.02 2,093.27 Cll} Cl2} Cl3} Cl4} (9) ClO} 13. 14. Net Value of Estate Subject to Tax Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) If an assessment 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 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT DATE 10-10-2006 NOTE: Cls} Cl6} Cl7} Cl8} .00 X 75,000.00 X 1l,033.00 X 699,827.96 X RECEIPT NUMBER CD007296 DISCOUNT (+) INTEREST/PEN PAID (-) 5,483.66 132,237.72 AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE REV-1547 EX AFP (06-05) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 1,305,713.21 ln3.30n_~9 1,202,412.92 416,551.96 785,860.96 00 = 045 _ 12 = 15 = .00 3,375.00 1,323.96 104,974.19 109,673.15 Cl9}- 137,721.38 28,048.23CR .00 28,048.23CR \ !...L 'j" " 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.)