HomeMy WebLinkAbout09-17-07 (2)
09-11-2007
DENNISON
08-09-2006
21 07-0041
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 2BO&01
HARRISBURG PA 17128-0&01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
iUOl SEP 11 At-\ 1\: 29
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CHARLES E SHIELDSC[[@,\ 0::
6 CLOUSER RD ORPi~P\~<'S !}J~!m,..,.,
MECHANICSBUR~U,,'rpA. i 7055 -c'.
*'
REV-1547 EX AFP (0&-05)
CATHERINE S
TO:
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 DENNISON CATHERINE S FILE NO. 21 07-0041 ACN 101 DATE 09-11-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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 ~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 Collate~al/Class B ~ate
19. Tax Due
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
108.215.33
.00
.00
1,700.12
.00
.00
(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
(9)
ClO)
8,478.09
5,730.55
(11)
Cl2)
Cl3)
Cl4)
NOTE:
Cl5)
Cl6)
Cl7)
(18)
.00 X 00
11,963.35 X 045 =
11,963.35 X 12 =
71,780.11 X 15 =
Cl9)=
A N
DATE
05-24-2007
07-06-2007
T
NUMBER
CD008205
CD008378
+)
PAID (-)
.00
.00
AMOUNT PAID
12,500.00
240.97
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-07-2007 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insu~e p~ope~
c~edit to yoU~ account,
submit the uppe~ po~tion
of this fo~m with yoU~
tax payment.
109,915.45
14.~n8 jl;4
95,706.81
.00
95,706.81
.00
538.35
1,435.60
10,767.02
12,740.97
12,740.97
.00
44.12
44.12
( 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.)