HomeMy WebLinkAbout07-13-07
07-09-2007
ESPY
12-18-2006
21 06-1162
CUMBERLAND
101
APPEAL DATE: 09-07-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~,..., '\ n[(:\('[ ('< NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXE~:rnH,\ jEt) 1.)\ \ tAk>~ISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION '-,.I" - '~':\\O~"DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2BO&01 "" t,_
HARRISBURG PA 17128-0&01
20G1 JUl \ 3 PM \: 44
CLERK OF
Rpu~N'Q, COUR..1
o f ~, .... --.r. 0"
LISA MARIE COY~Hr;r:p\ ' .. \,....
COYNE & COYNE "
3901 MARKET ST
CAMP HILL PA 17011
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*
REV-1547 EX AFP (0&-05)
GERALDYNE L
TO:
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 ESPY GERALDYNE L FILE NO. 21 06-1162 ACN 101 DATE 07-09-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abh 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
TA CREDITS:
PAYMENT
DATE
03-16-2007
05-08-2007
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
210,500.00
.00
.00
.00
179,237.79
.00
11 ,293.73
(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
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
44,768.24
1,559.00
Cl1)
Cl2)
Cl3)
Cl4)
NOTE:
Cl5)
Cl6)
Cl7)
Cl8)
.00 X
354,704.28 X
.00 X
.00 X
RECEIPT
NUMBER
CD007923
CD008143
DISCOUNT (+)
INTEREST/PEN PAID (-)
789.47
.00
AMOUNT PAID
15,000.00
172 . 22
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
401,031.52
4i>.3?7.?4
354,704.28
.00
354,704.28
00
045 =
12 =
15 =
.00
15,961.69
.00
.00
15,961.69
Cl9)=
15,961.69
.00
.00
.00
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY
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