HomeMy WebLinkAbout08-28-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. ! "HOUGE- OF INHERITANCE TAX
AP~RAtSEMEHt, ALLOWANCE OR DISALLOWANCE
_ PFDEDUCTIONS AND ASSESSMENT OF TAX
*'
DATE 08-27-2007
ESTATE OF ROBERTS GRACE C
DATE OF DEATH 01-08-2007
FILE NUMBER 21 07-0090
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
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REY:is47-EX-AFP-coi:osj-NOTicE-OF-iNHERiTANCE-TAX-APPRAiSEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROBERTS GRACE C FILE NO. 21 07-0090 ACN 101 DATE 08-27-2007
BUREAU ~ INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
ze01 AUG 28 M;i I!: 2'/
CL'-',-"",
1-.- ,
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QRDU;\\I'-' (''''I 'rlT
i ! ! lr\: <': "~ "'_)'~) l,d11
C'.l.I' '.-"--' r'
JEFFREY C MUNNELL ElS.GoI.i,,: i-i.
633 LONG RUN RD
MCKEESPORT PA 15132
REV-1547 EX AFP (06-05)
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
27.640.00
.00
.00
115.470.59
.00
.00
(8)
143,110.59
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
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 ~ 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
NOTE:
T
DATE
04-05-2007
NUMBER
CD007987
PAYMENT MUST BE MADE BY 10-08-2007*.
+
PAID (-)
421.05
(9)
(10)
17,828.37
.00
(11)
(12)
(13)
(14)
17.8?8.~7
125,282.22
62,641.11
62,641.11
(15)
(16)
(17)
(18)
.00
6,264.00
.00
56,377.00
X 00
X 045 =
X 12 =
X 15 =
.00
281 .88
.00
8,456.55
8,738.43
(19)=
AMOUNT PAID
8,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
8,421.05
317.38
.00
317.38
'\
* 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.)
REV-1470 EX (6-68)
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
ACN
2107 -0090
101
Grace C Roberts
Deborah Washington
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
H 8-9 The deduction claimed for reimbursement has been disallowed. No evidence of a written
contract of indebtedness between decedent and claimant was submitted.
ROW
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