HomeMy WebLinkAbout08-31-07
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Q::0nctl~'fJ: ~'iOF",J:NJ-I,ERIT ANCE TAX
APfI-RAI s.EMENU 'iALiluWANCE OR DI SALLOWANCE
dfl~nUCTIONS AN>>" ASSESSMENT OF TAX
~ I t_ '-.) '.. ' .
09-03-2007
BASSETT
03-29-2007
21 07-0412
CUMBERLAND
101
APPEAL DATE: 11-02-2007
( See reverse side under Objections)
A.ount Re.itted\ I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
'}. 5~TE
,). ~STATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2n07 AUG 3 I
PI'
(I
ROGER B IRWIN ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
C! i=Dlr< I~}'r:
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PA 17013
'*
REV-1547 EX AFP (06-05>
NILSSON
S
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BASSETT NILSSON S FILE NO. 21 07-0412 ACN 101 DATE 09-03-2007
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.
3.
4.
5.
6.
7.
8.
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
0)
(2)
(3)
(4)
(5)
(6)
(7)
.00
101,575.55
.00
.00
23,869.49
.00
.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
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
T X C E
E
DATE
06-21-2007
OS) .00 X 00 .00
(6) 106,673.19 X 045 = 4,800.29
(7) .00 X 12 = .00
(18) .00 X 15 = .00
(9)= 4,800.29
AMOUNT PAID
4,560.28
NOTE:
(+
PAID (-)
240.01
P
NUMBER
CD008315
18,034.29
(9)
(0)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
125,445.04
18.771.RI;
106,673.19
.00
106,673.19
4,800.29
.00
.00
.00
* 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 DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
737.56
(1)
(2)
(3)
(4)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
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