HomeMy WebLinkAbout08-20-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
, ..1(0jICE OF INHERITANCE TAX
AIpPRArs~'trENT', ALLOWANCE OR DISALLOWANCE
qFDIi!DUCTIONS AND ASSESSMENT OF TAX
.
DATE 08-20-2007
ESTATE OF MCKINNEY DORIS H
DATE OF DEATH 07-20-2006
FILE NUMBER 21 06-0699
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-19-2007
( See reverse side under Objections)
A.ount Re.itted\ 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 MCKINNEY DORIS H FILE NO. 21 06-0699 ACN 101 DATE 08-20-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2;;07 "L'G "0
U(J /"'.' L
PH 12: 08
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JOHN MEAKIN U. ' I- .", D,lJ.
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05>
TAX RETURN WAS: (X> ACCEPTED AS FILED
) 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
NO. 01
.00
.00
.00
.00
20,059.39
.00
.00
(8)
20,059.39
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 !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
TS:
NOTE:
IP
NUMBER
CD007339
CD007869
CD008263
A
DATE
10-20-2006
03-07-2007
06-07-2007
2,765.00
(9)
(10)
.00
(11)
(12)
(13)
(14)
".7(;;1;.00
17,294.39
.00
205,672.70
(15)
(16)
(17)
(18)
.00 X
205,672.70 X
.00 X
.00 X
DO
045 =
12 =
15 =
.00
9,255.28
.00
.00
9,255.28
(19)=
+
PAID (-)
210.53
.00
.00
AMOUNT PAID
4,000.00
4,277.03
767.72
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-08-2007 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
9,255.28
.00
8.07
8.07
* 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.)