HomeMy WebLinkAbout08-10-07
08-06-2007
BEAR
03-17-2007
21 07-0306
CUMBERLAND
101
APPEAL DATE: 10-05-2007
( See re1lerse 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,,~r\[:T'j:-. '''itfQJl'lt9' 'O:F INHERITANCE TAX
! "[./ !A~PutsEHE'NT, ALLOWANCE OR DISALLOWANCE
'ilj'j::: DEDut'TI ONS AND ASSESSMENT OF TAX
Z001 AUG lOAM II: 18
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
GERALD K MORRISON
6 W MAIN ST
NEW BLOOMFIELD
CLERf< OF
ORPHAN'S COURT
^U' .~'~---;' 'r P\
f. ,1,-- , t
V ,',I,
PA 17068
*'
REV-15~7 EX AFP (06-05)
JANE
H
TO:
~Y!_~~~~~_!~!~-~!~~------~--_!~!~!~-~Q~~!_~Q!!!Q~-~Q!-!Q~!_!~~Q!~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEAR JANE H FILE NO. 21 07-0306 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.
(l)
(2)
(3)
(4)
(5)
(6)
0)
.00
.00
.00
.00
259.117.75
.00
.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)
11,155.49
1.855.22
Cll)
Cl2)
Cl3)
Cl4)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
259,117.75
1~.010.71
246,107.04
.00
246,107.04
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 Abh 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 R I S:
Cl5) .00 X 00 .00
Cl6) .00 X 045 = .00
Cl7) 246,107.04 X 12 = 29,532.84
Cl8) .00 X 15 = .00
Cl9)= 29,532.84
AMOUNT PAID
28,056.20
DATE
06-13-2007
RE E
NUMBER
CD008283
+)
INTEREST/PEN PAID (-)
1,476.64
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
29,532.84
.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.)