HomeMy WebLinkAbout08-20-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-~,'" (;'Hp'1;ICE OF INHERITANCE TAX
;APP~A:rSE''''ENt, ALLOWANCE OR DISALLOWANCE
QF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
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REV-15~7 EX AFP (06-05)
DATE 08-20-2007
ESTATE OF BISH MERLE N
DATE OF DEATH 09-23-2006
FILE NUMBER 21 06-0952
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-19-2007
( 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 ~
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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 SISH MERLE N FILE NO. 21 06-0952 ACN 101 DATE 08-20-2007
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TAYLOR P ANDREWS EQ~;'/i-',': \:-\"~~:,-Ip~
ANDREWS & JOHNSON
78 W POMFRET ST
CARLISLE PA 17013
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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
40,867.51
.00
.00
7,112.36
34,245.35
104.46
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (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 Abh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collateral/Class B ~ate
19. P~incipal Tax Due
TAX CR TS:
PAYM T
DATE
06-20-2007
NOTE:
RECEIpT
NUMBER
CDo08307
DISCOUNT l+)
INTEREST/PEN PAID (-)
.00
(9)
ClO)
Cl5)
Cl6)
Cl7)
(18)
15,532.87
15.437.56
.00
51,359.25
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ portion
of this fo~m with you~
tax payment.
82,329.68
Cl1)
Cl2)
Cl3)
Cl4)
~n.97n.4~
51,359.25
.00
51,359.25
AMOUNT PAID
2,311.17
Cl9)=
.00
2,311.17
.00
.00
2,311.17
TOTAL TAX CREDIT 2,311.17
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. ~l/
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.