HomeMy WebLinkAbout08-10-07
08-06-2007
KNOX
10-12-2006
21 06-0914
CUMBERLAND
101
APPEAL DATE: 10-05-2007
( 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 2BO&01
HARRISBURG PA 1712B-0&01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(>CT:'(": ('NOTICE OF INHERITANCE TAX
')'AP,P'~AtSEMENT, ALLOWANCE OR DISALLOWANCE
. GfOEDUCTIONS AND ASSESSMENT OF TAX
2007 AUG I 0 Mll1: I 8
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID H STONE
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
CLERK OF
ORDHr'~J'C' r'J'JRT
I j )"-\.1.. \J \..Jt \
m/~)' !),6
PA 17070
*'
REV-1547 EX AFP (0&-05)
CATHARINE W
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KNOX CATHARINE W FILE NO. 21 06-0914 ACN 101 DATE 08-06-2007
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.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
164,900.00
.00
.00
.00
6.247.00
8,539.60
.00
(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)
Total Assets
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)
40,652.30
10.093.15
(11)
Cl2)
Cl3)
Cl4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
179,686.60
IiO.7tili tiS;;
128,941.15
.00
128,941.15
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 ~ 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
Cl5) .00 X 00 .00
Cl6) 128,941.15 X 045 = 5,802.35
Cl7) .00 X 12 = .00
Cl8) .00 X 15 = .00
Cl9)= 5,802.35
AMOUNT PAID
5,802.35
C P
NUMBER
CD008258
INTEREST/PEN
TOTAL TAX CREDIT 5,802.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~/
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.