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HomeMy WebLinkAbout06-29-07 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX R~~~~rrJ,ALL~WANCE OR DISALLOWANCE :,'::.)f:~t:lO:lIffjflStAlNb ASSESSMENT OF TAX ,..,-t !{'TrF' ~'. i r L- ..::!i:'" i :. .,~ *' REV-1547 EX AFP (06-05) GREGORY R REED ESQ 3120 PARKVIEW LN HBG DATE 2007 JUH 29 PH ,: , 0 ESTATE OF DATE OF DEATH CLERK OF FILE NUMBER ORPHAN'S ('OlJRT COUNTY CUI,N:>'-:;:)' /': r~J "'~' p ACN " ',' .:',',.' : . I. ,..'4. 06-25-2007 GARRISON 10-20-2005 21 06-0175 CUMBERLAND 101 APPEAL DATE: 08-24-2007 ( See reverse side under Objections) A.ount Re.ittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 GEORGE P PA 17111 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 GARRISON GEORGE P FILE NO. 21 06-0175 ACN 101 DATE 06-25-2007 T AX RETURN WAS: (X) ACCEPTED AS F I LED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL NO. 01 Stocks and Bonds (Schedule B) RETURN (1) (2) (3) (4) (5) (6) (7) .00 14,248.16 .00 .00 .00 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 1. Real Estate (Schedule A) 2. 3. 4. 5. 6. 7. 8. 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 14,248.16 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 300.00 (9) (10) .00 (11) (12) (13) (14) ~on.oo 13,948.16 .00 207,059.47 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 !bh 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 C TS: A DATE 04-24-2006 04-26-2007 06-18-2007 NOTE: (19)= .00 9,317.67 .00 .00 9,317.67 (15) (16) (17) (18) .00 X 207,059.47 X .00 X .00 X 00 045 = 12 = 15 = + PAID (-) .00 32.54- .00 AMOUNT PAID C NUMBER CDo06605 CDo0809o SBADJUST 8,690.00 660.21 3.17 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 9,317.67 .00 .00 .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 DU A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)