HomeMy WebLinkAbout08-03-07
07-30-2007
CUSTER
03-06-2007
21 07-0272
CUMBERLAND
101
APPEAL DATE: 09-28-2007
( 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
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r:iC(VY)r~r::, ("' -- '\
r lc_'.".),'.,.'/' ij+(r (NOTICE OF INHERITANCE TAX
,-APP~'H~MENT, ALLOWANCE OR DISALLOWANCE
"'. _I ,,_' l:JF,jlS!UCTIONS AND ASS.ESSMENT OF TAX
2U07 AUG -3 Pt; t,: 22
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID H STONE
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
C' Ei~K "r
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ORpu ~'''C' ("""linT
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rll/,I"',',,--r-,, ," n\
E~dl/" ' r'~
PA 17070
'*
REV-1547 EX AFP (06-05)
DANIEL
C
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 CUSTER DANIEL C FILE NO. 21 07-0272 ACN 101 DATE 07-30-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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 ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. Tax Due
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.
.00
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Stocks and Bonds (Schedule B)
.00
.00
.00
13,385.65
.00
.00
(8)
Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
Mo~tgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
Jointly Owned P~ope~ty (Schedule F)
T~ansfe~s (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
4,966.00
.00
(11)
Cl2)
Cl3)
Cl4)
Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mo~tgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Retu~n
(9)
ClO)
Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
Cl5)
Cl6)
Cl7)
(18)
.00
8,419.65
.00
.00
X 00
X 045 =
X 12 =
X 15 =
A N
DATE
05-30-2007
07-23-2007
RE T
NUMBER
CD008215
REFUND
+)
PAID (-)
18.94
.00
AMOUNT PAID
378.88
18.94-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insu~e p~ope~
c~edit to yoU~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
13,385.65
4.9';";.00
8,419.65
.00
8,419.65
Cl9)=
.00
378.88
.00
.00
378.88
378.88
.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.)