HomeMy WebLinkAbout09-17-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
09-11-2007
FOX
11-25-2006
21 06-1074
CUMBERLAND
101
APPEAL DATE: 11-10-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
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REV-1547 EX AFP (06-05)
RITA
N
TO:
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 FOX RITA N FILE NO. 21 06-1074 ACN 101 DATE 09-11-2007
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
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/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)
B. Total Assets
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
417,840.00
.00
.00
338,325.71
.00
.00
(B)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
756,165.71
(11)
(12)
(13)
(14)
~9.89i>.40
716,269.31
.00
716,269.31
(9)
(10)
36,686.10
NOTE: 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 ~ 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
lB. Amount of Line 14 taxable at Collateral/Class B rate
19. Tax Due
(15) .00 X 00 .00
(16) 71,626.93 X 045 = 3,223.21
(17) 608,828.92 X 12 = 73,059.47
(18) 35,813.46 X 15 = 5,372.02
(19)= 81,654.70
AMOUNT PAID
79,000.00
DI 0 +)
INTEREST/PEN PAID (-)
4,082.74
DATE
02-21-2007
NUMBER
CD007827
3,210.30
TOTAL TAX CREDIT 83,082.74
BALANCE OF TAX DUE 1,428.04CR
INTEREST AND PEN. .00
TOTAL DUE 1,428.04CR
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. r. .
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.