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HomeMy WebLinkAbout08-03-07 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE :::;C('(\:Jr"T,Np;r-li~Ii-.o~ 1 NHERITANCE TAX i Ic_l.A'j;lIpltAiISEltSNlI\...{~LL:OWANCE OR DISALLOWANCE r:rF:-:~r!D-eQU(:TiI'~NS :::AND ASSESSMENT OF TAX . ["-."""," I ,J: .,,: '* REV-1547 EX AFP C06-05) DATE 07-30-2007 ESTATE OF HUMBERSTON DEBORAH J DATE OF DEATH 11-11-2006 FILE NUMBER 21 06-1069 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 +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HUMBERSTON DEBORAH J FILE NO. 21 06-1069 ACN 101 DATE 07-30-2007 2007 AUG -3 PH 14: 22 HUBERT X GILROY MARTSON LAW OFFICES 10 E HIGH ST CARLISLE CI Epk' rv: :.... ,J \ \.ij OR~I'"r"'" ~r'\ , i'n,L. \,';) :';uURT C'" 'r., LJI. '! I (I),I\, ." " t'\ PA 17013 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. 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 (1) (2) (3) (4) (5) (6) (7) .00 11 , 131 . 24 .00 .00 16.516.64 .00 .00 (8) NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. APPROVED DEDUCTIONS AND EXEMPTIONS: 27,647.88 9. 10. 11. 12. 13. 14. 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 (9) ClO) 15,267.14 2.992.97 NOTE: (11) Cl2) Cl3) Cl4) 18.?1;0.11 9,387.77 .00 9,387.77 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 C A M N DATE 05-31-2007 Cl5) Cl6) Cl7) Cl8) .00 .00 9,387.77 .00 X 00 X 045 = X 12 = X 15 = (19)= .00 .00 1,126.53 .00 1,126.53 C +) INTEREST/PEN PAID (-) .00 AMOUNT PAID 1,126.53 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,126.53 .00 .00 .00 * 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.)