HomeMy WebLinkAbout10-19-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. Ni:lTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
DATE 10-16-2007
ESTATE OF LOCKWOOD KARL L
DATE OF DEATH 11-20 -2006
FILE NUMBER 21 06-1055
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-15-2007
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~r_~~~~~_r~!~_~!~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_!~~~_~~~~~~!__~____________________
REV-1547 EX AFP (03-05J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LOCKWOOD KARL L FILE NO. 21 06-1055 ACN 101 DATE 10-16-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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CHARLES A
FEATHER &
22 W MAIN
ANNVILLE
RITCHIE JR 0' "
FEATHER '_/,,;:'
ST
PA 17003
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
) 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)
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
9.881.05
.00
.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
II.
12.
13.
14.
(8)
9,881.05
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
ClO)
3,518.76
9.120.03
(11)
Cl2)
Cl3)
Cl4)
1?1I38.79
2,757.74-
.00
2,757.74-
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16. 17, 18 and 19 will
reflect figures that include the total of Abh 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
Amount of Line 14 at Sibling rate
Amount of Line 14 taxable at Collateral/Class B rate
NOTE:
Principal Tax Due
ITS:
REC
NUMBER
DISCO T (+)
INTEREST/PEN PAID (-)
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
Cl5)
Cl6)
Cl7)
(18)
.00 X 00 .00
.00 X 045 = .00
.00 X 12 = .00
.00 X 15 = .00
Cl9)= .00
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
C,J
( 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.)