HomeMy WebLinkAbout07-13-07
07-09-2007
BOWERS
05-07-2006
21 06-0425
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
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C:'NoficE OF INHERITANCE TAX
APPRAISE~FNT, ALLOWANCE OR DISALLOWANCE
OF. DEDUCTIONS AND ASSESSMENT OF TAX
2n01 J: "
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13
P;~i 12: 36
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MURREL R WALTERS
54 E MAIN ST
MECHANICSBURG
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11.-. ;q;~;
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PA 17055
REV-1547 EX AFP (06-05)
JON
F
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 BOWERS JON F FILE NO. 21 06-0425 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 Ahh 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 (17)
lB. Amount of Line 14 taxable at Collateral/Class B rate (lB)
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
19,749.38
797.47
.00
B.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
4,836.80
7.201.19
(11)
(12)
(13)
(14)
9.
10.
II.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
(10)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
NOTE:
(15)
(16)
.00 X
8,095.05 X
413.81 X
.00 X
19. Principal Tax Due
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(B)
20,546.85
12.037.99
8,508.86
.00
8,508.86
00
045 =
12
15
.00
364.28
49.66
.00
413.94
(19)=
TAX f:REDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-07-2007 CD008126 .00 413.94
BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-08-2007 TOTAL TAX CREDIT 413.94
BALANCE OF TAX DUE .00
INTEREST AND PEN. 8.07
TOTAL DUE 8.07
*
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.)
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