HomeMy WebLinkAbout08-20-07
DATE OF DEATH 02- 02-2006
FILE NUMBER 21 06-0122
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-12-2007
( 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 ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PHILLIPS JR LINWOOD B FILE NO. 21 06-0122 ACN 101 DATE 08-13-2007
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
TAX ~D~nTTS:
PAYMENT
DATE
04-27-2006
-.'~-('-/", -
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
--, ,.-....'OIICE OF INHERITANCE TAX
APP~Al[S~~EI(T, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
L"PJn7 .~ l'(' ? 0
. '-i "'1 ,l) '-
DATE
ESTATE OF
08-13-2007
PHILLIPS JR
p~,; 12: 08
ROBERT G FREY
FREY & TILEY
5 S HANOVER ST
CARLISLE
CLrCi( "'e
,-I ~I \ tJ:
ORPHr\l'rS !YII IRT
Cll;._fi-'.:"'" ,"" ~"'~,~' j
'-"'- PA,
PA 17013
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
11,802,334.00
2.312,280.40
.00
.00
9.520.007.00
6,046,122.03
202,954.00
(8)
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Stocks and Bonds (Schedule B)
CloselY Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
716,400.00
9.
10.
II.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
(10)
73.702.00
(11)
(12)
(13)
(14)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
(15)
(16)
(17)
(18)
1,386,489.88 X
27,707,105.56 X
.00 X
.00 X
RECEIPT
NUMBER
CD006613
DISCOUNT (+)
INTEREST/PEN PAID (-)
62,341.00
1,300,000.00
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
'*
REV-1547 EX AFP (06-05)
LINWOOD
B
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
29,883,697.43
79D.l0?DD
29,093,595.43
.00
29,093,595.43
00 =
045 =
12 =
15 =
.00
1,246,820.00
.00
.00
1,246,820.00
(19)=
1,362,341.00
115,521.00CR
.00
115,521. DOeR
* 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 D~~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)