HomeMy WebLinkAbout09-21-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
" .... . ,.NOTICE OF INHERITANCE TAX
;-APt:i~IS~MENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 09-17-2007
ESTATE OF DAVIS THOMAS S
DATE OF DEATH 01-09-2007
FILE NUMBER 21 07-0056
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-16-2007
( 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
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 DAVIS THOMAS S FILE NO. 21 07-0056 ACN 101 DATE 09-17-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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THOMAS J AHRENS "',;_:-/ ',-,' ,....,\ rF",
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AHRENS LAW FIRM C\.,>\'
52 GETTYSBURG PIKE
MECHANICSBURG PA 17055
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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
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
NOTE:
T
o
INTEREST/PEN PAID (-)
.00
A
DATE
07-10-2007
C
NUMBER
CD008390
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
3.530.92
.00
.00
42.169.06
.00
.00
(8)
*'
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
45,699.98
Cl1)
Cl2)
Cl3)
Cl4)
1 1 . J;J;? . 1 7
34,147.81
.00
34,147.81
(9)
ClO)
11 ,552.17
Cl9)=
.00
1,536.65
.00
.00
1,536.65
.00
Cl5)
Cl6)
Cl7)
Cl8)
.00
34,147.81
.00
.00
X DO
X 045 =
X 12 =
X 15 =
1,536.65
.00
.00
.00
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. C{;
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
AMOUNT PAID
1,536.65
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE