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HomeMy WebLinkAbout06-29-07 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO 80X 280601 HARRIS8URG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX FEC(~~~~~~~~E~~~~~~~A~~~E~:M~~~A~~O~:~CE DATE 06-25-2007 ESTATE OF NEAL DELMAR DATE OF DEATH 12-05-2006 FILE NUMBER 21 06-1088 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 08-24-2007 ( See reverse side under Ohjections) A.ount Re.ittedl 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 NEAL DELMAR FILE NO. 21 06-1088 ACN 101 DATE 06 -25-2007 ..-~ ,-"" " '~'I 2D07 JUN 29 PM I: r r EDMUND G MYERS JOHNSON DUFFIE 301 MARKET ST LEMOYNE CLERK OF ORPHAN'S COURT CUk ,lr)'-'~I 'r' ......t"'\ P^ IV::_, JJ~.~ t__-',-,/, ! t"\ PA 17043 . REV-1547 EX AFP (06-05) TAX RETURN WAS: (X) ACCEPTED AS FILED 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) 8. Total Assets 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 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 19. Tax Due NOTE: A DATE 03-01-2007 04-16-2007 R CEI NUMBER CD007855 CDo08029 PAID (-) 431.58 .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ) CHANGED Cl) (2) (3) (4) (5) (6) (7) .00 9.547.28 .00 .00 121.883.98 .00 70,000.00 (8) NOTE: To insure proper credit to your account, submit the Upper portion of this form with your tax payment. 201,431.26 6.714.77 197,216.99 .00 197,216.99 Cl9)= .00 8,874.76 .00 .00 8,874.76 (9) ClO) 3,946.90 8,874.76 .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.) 267.37 Cl1> Cl2) Cl3) Cl4) (15) (16) (17) (18) .00 197,216.99 .00 .00 X DO X 045 = X 12 = X 15 = AMOUNT PAID 8,200.00 243.18 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE