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HomeMy WebLinkAbout07-13-07 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE co::;(\, ~cTICE OF INHERITANCE TAX ~RR~~~~ENT. ALLOWANCE OR DISALLOWANCE OF' ;tDEOUCTI ONS AND ASSESSMENT OF TAX !l i . i 1 ~ ,'\;.. *' REV-1547 EX AFP (06-05) DATE 07-09-2007 ESTATE OF HILER JEAN F DATE OF DEATH 01-09-2007 FILE NUMBER 21 07-0069 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 09-07-2007 ( See reverse side under Objections) Amount Re.ittedl 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 HILER JEAN F FILE NO. 21 07-0069 ACN 101 DATE 07-09-2007 2001 JUL 13 PM I: 44 CLERK OF ORPHAN'S COURT JAMES D BOGAR CU~,!GT:!' , T: DA. BOGAR & HIPP LAW OFCS 1 W MAIN ST SHIREMANSTOWN PA 17011 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) 8. Total Assets 0) (2) (3) (4) (5) (6) (7) 171,000.00 106,157.88 .00 .00 124.787.16 .00 .00 (8) NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. 401,945.04 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) (0) 47,444.58 5.536.36 (1) (2) (3) (4) 1i?9RO 94 348,964.10 .00 348,964.10 NOTE: If an assess.ent 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 OS) .00 X 00 .00 16. Amount of Line 14 taxable at Lineal/Class A rate (6) .00 X 045 = .00 17. Amount of Line 14 at Sibling rate (7) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 348,964.10 X 15 = 52,344.62 19. Principal Tax Due (9)= 52,344.62 TAX CRI=DITS: PAYMENT RECeIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-04-2007 CD007967 2,583.75 49,091.25 05-16-2007 CD008169 .00 669.62 TOTAL TAX CREDIT 52,344.62 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 I '1/ II IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~ ~ FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUr! A l>CCllloIn c::CC ~I'"VI'"~SI'" SIDE OF THIS FORM FOR INSTRUCTIONS.)