HomeMy WebLinkAbout08-10-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-".~','-"'-.~ NO'J;lS-E- OF. INHERITANCE TAX
:AipPRlAI~E"EN~~- ALLoWANCE OR DISALLOWANCE
"(,;:DF::IlEOUC1'IONS. AND ASSESSMENT OF TAX
'-.~; ',_ j : L_. '
DATE 08-06-2007
ESTATE OF MCMILLAN JOE R
DATE OF DEATH 06-06-2006
FILE NUMBER 21 06-0718
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-05-2007
( See reverse side under Objections)
A.ount Remittedl 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 MCMILLAN JOE R FILE NO. 21 06-0718 ACN 101 DATE 08-06-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2001 AUG I 0 Af111: I 7
ADREECE TAYlOR
525 PRIMROSE CT
BELLE MEAD
CLERI< OF
ORPHM\J'~ (v'll :RT
I ! '.' \ ',i \.,01......, ) i I
CUt.X~ -', . "
NJ 08502
*'
REV"1547 EX AFP (06-05)
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
8.082.00
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8,082.00
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 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
DATE
06-07-2007
NOTE:
C
NUMBER
CD008266
+)
INTEREST/PEN PAID (-)
.00
(9)
(10)
9,429.20
1.477.33
(11)
(12)
(13)
(14)
In.9n~.Ji~
2,824.53-
.00
2,824.53-
(15) .00 X 00 .00
(16) .00 X 045 = .00
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= .00
AMOUNT PAID
423.68
TOTAL TAX CREDIT 423.68
BALANCE OF TAX DUE 423.68CR
INTEREST AND PEN. .00
TOTAL DUE 423.68CR
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. rL
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DU,(V
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.