HomeMy WebLinkAbout08-03-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;':-'\(V-~':[L,,-,l1.RU9.,Er-OF INHERITANCE TAX
;-::~I,j'.A~Ji~~~~,tNr. ALLOWANCE OR DISALLOWANCE
l-raF:~,,9EP'l'F)'~ONS AND ASSESSMENT OF TAX
m ,i I...... "".:_'.)
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
*'
REV-1547 EX AFP (06-05)
DATE 07-30-2007
ESTATE OF MCRAE HELEN P
DATE OF DEATH 09-08-2006
FILE NUMBER 21 06-1042
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-28-2007
( See reverse side under Objections)
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 +--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCRAE HELEN P FILE NO. 21 06-1042 ACN 101 DATE 07-30-2007
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080'-1/,::'''' r'~'LIRT
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JAMES D HUGHES ESQ CU' \'1 PA
SALZMANN HUGHESj" , , \
354 ALEXANDER SPG RD
CARLISLE PA 17015
TAX RETURN WAS: (X) ACCEPTED AS FILED
) 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.
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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
8,976.96
4,123.92
620,941.32
(8)
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 ~ 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
Total Assets
NOTE:
A
DATE
12-04-2006
06-01-2007
C T
NUMBER
CDo075oo
CDo0822o
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
CIO)
23,932.10
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
634,042.20
76.?711.1:;0
609,763.70
.00
609,763.70
CI9)=
.00
27,439.37
.00
.00
27,439.37
346.40
(11)
CI2)
CI3)
CI4)
CIS)
CI6)
(17)
CI8)
.00
609,763.70
.00
.00
X 00
X 045 =
X 12 =
X 15 =
27,439.37
.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.)
AMOUNT PAID
23,000.00
3,228.84
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE