HomeMy WebLinkAbout10-01-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
,~p.p-RAISE~E1'lT ,"ALLOWANCE OR DISALLOWANCE
OFDEDUc-TIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
09-24-2007
MOHN
04-25-2007
21 07-0419
CUMBERLAND
101
APPEAL DATE: 11-23-2007
( 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 2B0601
HARRISBURG PA 17128-0601
'ifl[P, nr:T -! tiN 10: 47
L.\...I~J ....- J h
MARCUS A MCKNIGHT
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
C'rrotl
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(lOD'. - -- nn: InT
III V,i:: .J~'.~II
('1 I'"'''' '0;\
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PA 17013
'*
REV-1547 EX AFP (06-05)
MARTHA
H
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 MOHN MARTHA H FILE NO. 21 07-0419 ACN 101 DATE 09-24-2007
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
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TS:
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)
8. Total Assets
NOTE:
T
AY
DATE
07-16-2007
09-17-2007
NUMBER
CD008419
SBADJUST
S OU
INTEREST/PEN PAID (-)
1,447.80
.00
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
678,330.82
.00
.00
.00
2,985.02
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
681,315.84
~4.R4t> 91
646,468.93
3,000.00
643,468.93
.00
28,956.10
.00
.00
28,956.10
TOTAL TAX CREDIT 28,956.10
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( 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.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
UO)
28,046.82
6,800.09
(11)
(2)
(3)
(4)
US)
(6)
(7)
(8)
.00 X
643,468.93 X
.00 X
.00 X
00
045 =
12 =
15 =
(9)=
AMOUNT PAID
27,508.29
.01