HomeMy WebLinkAbout08-03-07
COMMONWEALTH OF PENNSYLVANIA
'"'~('I',~,~"-:,, ('-,Y',- r'ilEPARTMENT OF REVENUE
(;~~!,,/,~~-;_,lr-.!) \..)i'.j'l....';: \,,)r
I' ~ c- \ I, ~ (' NOTICE OF INHERITANCE TAX
" .,', A'~~IlAlSEMENT, AllOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2C07 I\UG - 3
Prl 4: 21
'*
REV-15~7 EX AFP (06-05)
DATE 07-30-2007
ESTATE OF JACOBS ROBERT L
DATE OF DEATH 08-11-2006
FILE NUMBER 21 06-0719
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-28-2007
( See reverse side "nder Objections)
A.ount Re.itted/ 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 +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMEN~ OF TAX
ESTATE OF JACOBS ROBERT L FILE NO. 21 06-0719 ACN 101 DATE 07-30-2007
CLERK OF
ORPH' lr I':::; (,!II IRT
" I , ,-, . v .....}.J,~ I
CU:,"-:" F~A
IVO V OTTO II I
MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE PA 17013
T AX 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. 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.
10.
11.
12.
13.
14.
(D
(2)
(3)
(4)
(S)
(6)
(7)
137,500.00
2,876,594.35
44,250.00
.00
586,432.99
.00
54,000.00
(8)
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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. Principal Tax Due
C D TS:
A M
DATE
11-09-2006
05-08-2007
NOTE:
T
C P
NUMBER
CD007413
CD008132
(9)
ClO)
ClS)
(16)
Cln
Cl8)
D SCO (+)
INTEREST/PEN PAID (-)
7,631.58
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
170,566.52
67,835.21
ClD
Cl2)
Cl3)
Cl4)
.00
3,400,375.61
.00
50,000.00
X DO
X 045 =
X 12 =
X 15 =
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
3,698,777.34
:;:l~8.6Dl 7~
3,460,375.61
10,000.00
3,450,375.61
Cl9)=
.00
153,016.90
.00
7,500.00
160,516.90
AMOUNT PAID
145,000.00
7,885.32
TOTAL TAX CREDIT 160,516.90
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~O
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)