HomeMy WebLinkAbout08-10-07
08-06-2007
BASSETT
03-12-2007
21 07-0362
CUMBERLAND
101
APPEAL DATE: 10-05-2007
( See reverse side under Objections)
A.ount ReMittedl 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 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
T.(:rJT::::r, (\CC1rrorrCE OF INHERITANCE TAX
> .... .>~'PRjUsirlitE~T, ALLOWANCE OR DISALLOWANCE
;::\c~: :I-;OE DEP~fTlONS AND ASSESSMENT OF TAX
2001 AUG lOAM 1/: I 8
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROGER B IRWIN ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
CLERK OF
ORPHM\I'''' (''''''JRT
t',n ~ \..IU, i I
CUt/pc:, ,- PI-\
PA 17013
*'
REV-1547 EX AFP {06-05l
KENNETH
C
TO:
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 BASSETT KENNETH C FILE NO. 21 07-0362 ACN 101 DATE 08-06-2007
TAX RETURN WAS: {Xl ACCEPTED AS FILED
l 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)
S. Total Assets
{ll
(2)
(3)
(4)
(S)
(6)
{n
.00
.00
.00
.00
5.391.12
274,149.25
.00
(S)
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)
<lD)
5,973.92
2.344.61
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
279,540.37
(11 )
<l2)
<l3)
<l4)
8.318.1i3
271 ,221.84
.00
271,221.84
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
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
T TS:
<lS) .00 X 00 .00
<l6) 271,221. 84 X 045 = 12,204.98
<l7) .00 X 12 = .00
<lS) .00 X 15 = .00
<l9)= 12,204.98
AMOUNT PAID
11 ,594.73
P
DATE
06-05-2007
R CE PT
NUMBER
CD008251
o +
INTEREST/PEN PAID (-)
610.25
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
12,204.98
.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 DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)