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HomeMy WebLinkAbout09-17-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE "OFDEnUCTI ONS AND ASSESSMENT OF TAX *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05) DATE 09-11-2007 ESTATE OF ALBRIGHT FERNE E DATE OF DEATH 10-15-2005 FILE NUMBER 21 07 - 0352 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 11-10-2007 ( 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 ~~!_~~~~~_!~!~_~!~~______~___!~!~!~_~~~~!_~~!!!~~_E~!-y~~!_!~~~!~~--~-------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ALBRIGHT FERNE E FILE NO. 21 07-0352 ACN 101 DATE 09-11-2007 2001 SEP 17 Arlll: 29 CLERK (:!F ORP-! I,,' 1'(' r"'r"" Irn'" MARCUS A MCKNIG~I;tjlI",:,,:,.,;>_}\!i; IRWIN & HCKNIGH~ 60 W POHFRET ST CARLISLE PA 17013 T AX RETURN WAS: (X) ACCEPTED AS F I LED ) 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 (1) (2) (3) (4) (5) (6) (7) .00 18.098.99 .00 .00 .00 .00 .00 (8) 18,098.99 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 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 ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousa~ 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 X I S: NOTE: DATE 07-02-2007 NUMBER CD008363 + PAID (-) .00 8,499.00 (9) (10) .00 (11) (12) (13) (14) 8..499.00 9,599.99 .00 9,599.99 (15) (16) (17) (18) .00 X 9,599.99 X .00 X .00 X 00 045 = 12 = 15 = .00 432.00 .00 .00 432.00 (19)= AMOUNT PAID 432.00 BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-03-2007 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 432.00 .00 31.33 31. 33 * 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 DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)