HomeMy WebLinkAbout08-10-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
qECO~~f~}~ ~"ItLLOWANCE OR DISALLOWANCE
CC,',(~lIf, tltDp,~,"'I~NS AND ASSESSMENT OF TAX
. ILl)""" .._;;; -',' I"
FLANIGAN
03-07-2007
21 07-0370
CUMBERLAND
101
APPEAL DATE: 10-05-2007
( See reverse side under Objections)
Amount 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 2B06O 1
HARRISBURG PA 17128-0601
2007 AUG lOAM /I: I 8
DATE
JAMES D BOGAR
BOGAR & HIPP
ONE WEST MAIN ST
SHIREMANSTOWN
CLERK OF
ORPH.~N'S COURT
ClIV'",,"'"':i' -' - , ' In.
, , -.,.....;, rl\
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17011
08-06-2007
'*
REV-1547 EX AFP (06-05)
JEAN
L
TO:
~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~-~~~~~~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FLANIGAN JEAN L FILE NO. 21 07-0370 ACN 101 DATE 08-06-2007
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
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
'AX L:Io!I":U S:
PAYMENT
DATE
06-05-2007
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) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8.
Total Assets
NOTE:
(15)
(16)
(17)
(18)
RECEIPT
NUMBER
CDo08247
(+)
INTEREST/PEN PAID (-)
580.62
( ) CHANGED
.00
180,712.99
.00
.00
36,726.98
6,641.75
54,602.66
(8)
(9)
(10)
19,158.00
1.473.19
.00 X
258,053.19 X
.00 X
.00 X
AMOUNT PAID
11,031. 77
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(11)
(12)
(13)
(14)
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
278,684.38
?n.l>31.19
258,053.19
.00
258,053.19
.00
11,612.39
.00
.00
11,612.39
11,612.39
.00
.00
.00
-:
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( 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.)