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HomeMy WebLinkAbout08-10-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX OIVISION PO BOX 280601 HARRISBURG PA 17128-0601 rx:r''(IDI~C'. r'i:'TlllIQ'I"tcE OF INHERITANCE TAX 1'-'""/i.'~p.pUIiSEHEH.J, ALLOWANCE OR DISALLOWANCE iOF Dl;1ll;lc:nONS AND ASSESSMENT OF TAX I' REV-1547 EX AFP (06-05) DATE 08-06-2007 ESTATE OF PECKHOLDT HELEN DATE OF DEATH 09-01-2006 FILE NUMBER 21 06-0826 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 10-05-2007 ( See reverse side under 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 +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PECKHOLDT HELEN FILE NO. 21 06-0826 ACN 101 DATE 08-06-2007 2001 AUG lOAN": I 7 GREASON LAW PO BOX 385 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 (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 15.492.59 .00 .00 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 15,492.59 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 (9) ClO) 16,984.96 8.287.32 (11) Cl2) Cl3) Cl4) ?~.?7?a?R 9,779.69- .00 9,779.69- NOTE: 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 !bh 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 T X S: REC I NUMBER Cl5) .00 X 00 .00 (16) .00 X 045 = .00 Cl7) .00 X 12 = .00 (18) .00 X 15 = .00 Cl9)= .00 AMOUNT PAID (-) * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. CtJ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)