Loading...
HomeMy WebLinkAbout06-29-07 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX -- ^~A,lSF..".ENT, ALLOWANCE OR DISALLOWANCE PrCORDED U~,j)El:llJt;TIONS AND ASSESSMENT OF TAX !.~,f-"""" I'~T:"-r~' nCl:l).j; [ .-; '* REV-15~7 EX AFP (06-05) DATE 06-25-2007 ESTATE OF TAYLOR JOANNE DATE OF DEATH 03-19-2006 FILE NUMBER 21 06 - 0365 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 08-24-2007 ( See reverse side under Objections) A.ount Remittedl 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 TAYLOR JOANNE FILE NO. 21 06-0365 ACN 101 DATE 06-25-2007 2007 JUN 29 PH I: 10 CLERK OF BRADLEY L GRIFFIE ORPHPNS COURT GRIFFIE & ASSOc~Ut/rrc:i/!\.r' CO.. PA 200 N HANOVER ST CARLISLE PA 17013 TAX 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. 3. 4. 5. 6. 7. 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 75,000.00 .00 .00 .00 8,147.07 47.61 6,826.28 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. Stocks and Bonds (Schedule B) 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) 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 90,020.96 (9) ClO) 11,279.57 62,667.58 NOTE: Cl1) Cl2) Cl3) Cl4) 73.967 11; 16,073.81 .00 16,073.81 If an assessment 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 19. Tax Due C P DATE 01-19-2007 C P NUMBER CD007721 C T (+) INTEREST/PEN PAID (-) 4.68- Cl5) .00 X 00 .00 (16) 16,073.81 X 045 = 723.32 (17) .00 X 12 = .00 (18) .00 X 15 = .00 Cl9)= 723.32 AMOUNT PAID 1,000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 995.32 272.00CR .00 272.00CR * 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.)