HomeMy WebLinkAbout06-29-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
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BUREAU OF INDIVIDUAb'''r~~'+\) vI , ,,;,
INHERITANCE TAX DIVISION'';'' ',," .,' '
PO BOX 280601
HARRISBURG PA 17128-0601
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1~~1 Jti" '2.9 I
CLERK OF R\
JOHN M EAKI O~~,~f;~\'S C9.,,~, '?~
MARKET SQUA~'BLDG
MECHANICSBURG PA 17055
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
06-25-2007
ONEILL
07-28-2006
21 06-0694
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
PATRICIA
A
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 ONEILL PATRICIA A FILE NO. 21 06-0694 ACN 101 DATE 06-25-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO. 01
.00
3,992.56
.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.
3,992.56
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
.00
(9)
ClO)
.00
(11)
Cl2)
Cl3)
Cl4)
.00
3,992.56
.00
116,866.93
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 Abl 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
D
N
DATE
10-23-2006
03-30-2007
04-16-2007
NOTE:
Cl9)=
.00
.00
14,024.03
.00
14,024.03
Cl5)
Cl6)
Cl7)
(18)
.00 X
.00 X
116,866.93 X
.00 X
00
045 =
12 =
15 =
TA
EC T
NUMBER
CD007343
REFUND
CD008033
(+)
PAID (-)
701. 20
.00
.00
AMOUNT PAID
15,000.00
2,132.33-
479.11
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
14,047.98
23.95CR
.00
23.95CR
* 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.)