HomeMy WebLinkAbout10-19-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~,' " . "!,OTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
or'T I 9 PI"; 1?= 27
*'
REV-1547 EX AFP (06-05)
DATE 10-16-2007
ESTATE OF COX GERTRUDE E
DATE OF DEATH 02-03-2007
FILE NUMBER 21 07-0132
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-15-2007
( See reverse side under Objections)
A.ount ReMittedl 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 COX GERTRUDE E FILE NO. 21 07-0132 ACN 101 DATE 10-16-2007
C~LEr;<
OPp~.'."" :QT
JOHN J SHORB ESQ CU'," ,,' II,~"
STOCK & LEADER
221 W PHILADELPHIA ST
YORK PA 17401
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)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
ll.
12.
13.
14.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
102,334.80
.00
159,000.00
(8)
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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 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
CR ITS:
A NT
DATE
05-02-2007
05-02-2007
05-02-2007
07-30-2007
TOTAL TAX CREDIT 36,885.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. ~ I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
NOTE:
C T
NUMBER
CD008112
CD008113
CD008114
CD008472
(+)
PAID (-)
577.50
615.00
637.50
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
-
(9)
ClO)
13,803.49
1.626.13
Cl1)
Cl2)
Cl3)
Cl4)
Cl5)
Cl6)
Cl7)
(18)
.00 X
.00 X
.00 X
245,905.17 X
AMOUNT PAID
10,972.50
11,685.00
12,112.50
285.78
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
261,334.80
11;.6?Q ~?
245,905.18
.00
245,905.18
00
045 =
12 =
15 =
.00
.00
.00
36,885.78
36,885.78
Cl9)=