HomeMy WebLinkAbout08-10-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'd-'''-''~--' .~,,_'Iri-HOTICE OF INHERITANCE TAX
i.: J!:jl")I?_~RA~$'EMENT, ALLOWANCE OR DISALLOWANCE
"OF PEDUCTIONS AND ASSESSMENT OF TAX
DATE 08-06-2007
ESTATE OF SHERBOURNE DOROTHY G
DATE OF DEATH 01-14-2007
FILE NUMBER 21 07-0063
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 +--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHERBOURNE DOROTHY G FILE NO. 21 07-0063 ACN 101 DATE 08-06-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
2001 AUG I 0 M111: I 8
ROBERT G FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
CLER\\ OF
ORPHuJ,rS COt)RT
CIIVr"-'- ":' ,'''! Pi,
\..... "
PA 17013
TAX RETURN WAS: (X) ACCEPTED AS FILED
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.
II.
12.
13.
14.
) CHANGED
(1)
(2)
(3)
(4)
(5)
{6}
(7)
155,000.00
78.082.39
.00
.00
60.638.00
.00
46,726.00
{8}
{9}
UO}
8,553. 11
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
NOTE:
249.00
(11)
U2}
U3}
U4}
*'
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
340,446.39
R.80?11
331,644.28
.00
331,644.28
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. Principal Tax Due
TS:
PA
DATE
04-09-2007
06-05-2007
CE P
NUMBER
CD007995
CD008238
PAYMENT MUST BE HADE BY 10-14-2007*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
{+}
PAID (-)
736.84
.00
US}
U6}
U7}
U8}
.00
331,644.28
.00
.00
X 00
X 045 =
X 12 =
X 15 =
U9}=
.00
14,924.00
.00
.00
14,924.00
AMOUNT PAID
14,000.00
157.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
14,893.84
30.16
.00
30.16
( 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.)