HomeMy WebLinkAbout08-28-07
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BUREAU OF INDIVIDUAL T'A)f~-
INHERITANCE TAX DIVISION
PO BOX 280'01
HARRISBURG PA 17128-0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
~PRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 08-27-2007
ESTATE OF BYERS MARY
DATE OF DEATH 05-14-2005
FILE NUMBER 21 05-0475
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-26-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~y~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~-~~~~~~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BYERS MARY FILE NO. 21 05-0475 ACN 101 DATE 08-27-2007
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THOMAS E F~ER-' .
SAIDIS ETAL
2109 MARKET ST
CAMP HILL PA 17011
.
REV-1547 EX AFP (0'-05)
TAX RETURN WAS: (X) ACCEPTED AS F I LED
{
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL 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
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
NO. 02
.00
.00
.00
.00
131,095.35
.00
.00
(8)
(9)
(10)
3,648.81
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
131,095.35
~.';6RARl
127,446.54
.00
333,387.24
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 333,387.24 X 045 = 15,002.42
17. Amount of Line 14 at Sibling rate <17> .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Tax Due (19)= 15,002.42
N
DATE
07-11-2005
10-21-2005
10-11-2006
06-27-2007
.00
(11)
(12)
(13)
(14)
C I
NUMBER
CD005550
REFUND
CD007302
CD008349
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
PAID (-)
750.12
.00
.00
549.72-
AMOUNT PAID
29,250.00
20,506.06-
63.18
6,292.96
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
15,300.48
298.06CR
.00
298.06CR
( 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.)