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HomeMy WebLinkAbout07-13-07 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX OIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX "Aiff>RAISEMENT. ALLOWANCE OR DISALLOWANCE ,pF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (06-05) DATE 07-02-2007 ESTATE OF ROBINSON KENNETH L DATE OF DEATH 02-07-2007 FILE NUMBER 21 07-0416 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 08-31-2007 ( See reverse side under Objections) Amount Remittedl I 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 ROBINSON KENNETH L FILE NO. 21 07-0416 ACN 101 DATE 07-02-2007 Z007 JUL 13 Pt-l/2: 36 Ci ice/ OIlr:cL",~, ~JU~ \ 1/,,'" ROBERT M FREyCU if' "; \ FREY & TILEY 5 S HANOVER ST CARLISLE PA 17013 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) (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 .00 .00 53,341.00 (8) NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. 8. Total Assets 53,341.00 APPROVED DEDUCTIONS AND EXEMPTIONS: Net Value of Estate Subject to Tax 515.00 .00 (11) (12) (13) (14) 515 no 52,826.00 .00 52,826.00 9. 10. II. 12. 13. 14. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) Debts/Mortgage Liabilities/Liens (Schedule I) (10) Total Deductions Net Value of Tax Return 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 NOTE: 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: (15) (16) (17) (18) 18,902.08 X 00 .00 33,924.00 X 045 = 1,527.00 .00 X 12 .00 .00 X 15 .00 (19)= 1,527.00 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-30-2007 CD008092 76.35 1,472.23 06-25-2007 REFUND .00 21.58- TOTAL TAX CREDIT 1,527.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * 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.)