HomeMy WebLinkAbout08-10-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,-;-:(\:'r~'"'--n ("-.-i~T-fCE OF INHERITANCE TAX
U" Ii .J :tAf>~AiI~iHENi, ALLOWANCE OR DISALLOWANCE
Tk~ O~ D~DUdTIONS AND ASSESSMENT OF TAX
,1..... I......,
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
2007 AUG , 0 AM":, 8
*'
REV-1547 EX AFP (06-05)
DATE 08-06-2007
ESTATE OF ORR LYMAN H
DATE OF DEATH 10-20-2006
FILE NUMBER 21 07-0555
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 +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ORR LYMAN H FILE NO. 21 07-0555 ACN 101 DATE 08-06-2007
CLEF1K OF
ORPHAN'S COURT
CHARLES E SHIELDS qJ\fr'ic-'" - "-, (; P,l\
6 CLOUSER RD
MECHANICSBURG PA 17055
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. 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 assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abl 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
S:
NOTE:
R IPT
NUMBER
CD008256
INTEREST IS CHARGED THROUGH 08-21-2007
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
+
PAID (-)
.00
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
6,672.00
2,684.09
32,052.56
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
41,408.65
] .179 DO
40,229.65
.00
40,229.65
(19)=
.00
1,810.33
.00
.00
1,810.33
(9)
(10)
1,179.00
TOTAL TAX CREDIT 1,628.98
THE BALANCE OF TAX DUE 181.35
INTEREST AND PEN. 1.27
TOTAL DUE 182.62
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. ~i
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.
.00
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00
40,229.65
.00
.00
X 00
X 045 =
X 12 =
X 15 =
AMOUNT PAID
1,628.98