HomeMy WebLinkAbout08-31-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2BO&01
HARRISBURG PA 17128-0&01
COMMONWEALTH OF PENNSYLVANIA
p,:-r~,:,,,_~EP~~!MENT OF REVENUE
~v/; "H'Of'if~'OF, "INHERITANCE TAX
,'1APPR)~I:SEH-EHT ,-AL!:OWANCE OR DI SALlOWANCE
. '-o"j:.- 'DEDUCTIl)N'S AND ASSESSMENT OF TAX
2007 AU." ,., I
. 'j ,)
Pr",' ':) . C- '1
oj' .)0
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLER/ (jr.:
ORPH/!,,,,-, \r~;'~;
CLf,' !:;.,~:- .,\ 'J 'j."
. :'1' I', ,,-., ".
',oT
JAN
J L
845
HBG
L BROWN
BROWN & ASSOC
SIR THOMAS CT 12
PA 17109
--
'*
REV-1547 EX AFP (0&-05J
KATHRYN
E
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEHEHT, ALLOHANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BALL KATHRYN E FILE HO. 21 07-0314 ACN 101 DATE 0'-03-2007
09-03-2007
BALL
03-04-2007
21 07-0314
CUMBERLAND
101
APPEAL DATE: 11-02-2007
( See reverse side under Objections)
A.ount Relli tted [ ]
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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)
62,500.00
.00
.00
.00
3,993.22
635.29
16,528.00
(8)
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
(9)
ClO)
6,215.54
10.595.62
(11)
Cl2)
Cl3)
(14)
NOTE:
(15)
(16)
Cl7)
(18)
00
045 =
12 =
15 =
.00 X
.00 X
.00 X
66,845.35 X
C
NUMBER
CD008356
(+)
PAID (_)
.00
AMOUNT PAID
10,026.80
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to Your account,
submit the upper Portion
of this form with your
tax payment.
83,656.51
1~.Rl1 1t;
66,845.35
.00
66,845.35
(19)=
.00
.00
.00
10,026.80
10,026.80
If on OSSOSSoont .OS IssUOd pro.IousIY. lInos 14. 15 ond/or I.. 17. I. ond 1. .111
reflect figures that inclUde the total of ALL 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. Tax Due
C
A
DATE
06-28-2007
A
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
10,026.80
.00
.00
.00