HomeMy WebLinkAbout06-25-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'"',~r'~r -'c,~__,N,OUCl:: OF INHERITANCE TAX
':j,':I~r.pMJs,~~~!lT, ALLOWANCE OR DISALLOWANCE
DF'PEDU~HONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISIDN
PD BDX 2B0601
HARRISBURG PA 17128-0601
'~
REV-1547 EX AFP (06-05)
DATE 06-11-2007
ESTATE OF CLARK JUNE R
DATE OF DEATH 11-04-2006
FILE NUMBER 21 06-1016
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-10-2007
( 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 +-
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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 CLARK JUNE R FILE NO. 21 06-1016 ACN 101 DATE 06-11-2007
Z007 JllN 25 PM 3: 58
CLERK OF
ORPHAN'S COURT
E ROBERT ELICKER II CU~,/[~-~ ':!'"' n~: P.t;
4330 ROTH FARM VLG CIR
MECHANICSBURG PA 17050
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)
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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
Net Value of Tax Return
(9)
CIO)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
160,000.00
262,708.10
.00
.00
107,881.01
20,190.65
.00
(8)
41,282.15
441.74
CI1)
CI2)
CI3)
CI4)
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
01-30-2007
Net Value of Estate SUbject to Tax
NOTE:
RECEIPT
NUMBER
CD007757
DISCOUNT (+)
INTEREST/PEN PAID (-)
238.61
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
CI5)
CI6)
CI7)
CI8)
.00 X
99,381.65 X
.00 X
2,000.00 X
AMOUNT PAID
15,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
550,779.76
41.7;13 89
509,055.87
407,674.22
101,381.65
00
045 =
12
15
.00
4,472.17
.00
300.00
4,772.17
CI9)=
15,238.61
10,466.44CR
.00
10,466.44C
( 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.)