HomeMy WebLinkAbout07-30-07
07-23-2007
BRIGGLE
01-03-2007
21 07-0262
CUMBERLAND
101
APPEAL DATE: 09-21-2007
( See reverse side under Objections)
A.ount ReMittedl ]
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 2BO&01
HARRISBURG PA 17128-0&01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APP~~I~Il/T" (~l,l,QWAN);E OR DISALLOWANCE
OF'D~ctIO~~'A~P.ASSESSMENT OF TAX
, "I
ROGER B IRWIN ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
DATE
2U07 JUl 30 PJ~ I :~~ATE OF
DATE OF DEATH
('LEP\ OC FILE NUMBER
ORO~llr\;"~, rn, ,I,JRT COUNTY
III,r,,~\>,), ACN
C' I,l, i:,.... 'C' ,,',r, ',eM
\._.:',/. I .,.___..-\
-
*
REV-1547 EX AFP (0&-05)
JESS
E
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 BRIGGLE JESS E FILE NO. 21 07-0262 ACN 101 DATE 07-23-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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
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 (18)
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Stocks and Bonds (Schedule B)
.00
.00
.00
.00
80,038.18
.00
.00
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. CostS/Misc. Expenses (Schedule H)
15,025.57
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
(10)
2.347.62
(11)
(12)
(13)
(14)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
NOTE:
(15)
(16)
(17)
.00
62,664.99
.00
.00
X DO
X 045 =
X 12 =
X 15 =
Tax Due
T
R CEIPT
NUMBER
CD008157
D SCOUN (+)
INTEREST/PEN PAID (_)
.00
AMOUNT PAID
2,819.92
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(8)
(19)=
NOTE: To insure proper
credit to your account,
submit the uPper portion
of this form with your
tax payment.
80,038.18
]7.~7~ ]9
62,664.99
.00
62,664.99
.00
2,819.92
.00
.00
2,819.92
2,819.92
.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 BE DUE
A REFUND. SEE REVERSE SIDe OF THIS FORM FOR INSTRUCTIONS.)