HomeMy WebLinkAbout10-19-07
10-16-2007
BOWERS
06-08-2007
21 07-0592
CUMBERLAND
101
APPEAL DATE: 12-15-2007
( See reverse side under Ohjections)
A.ount Re.itted[ ]
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 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
;APj:>~AISI::HENT:,-~L.lOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
2lJD7 OCT I 9
Pt'll?: 2~;:TE OF
DATE OF DEATH
FILE NUMBER
'T-
i:. ; COUNTY
ACN
MARCUS A MCKNIGHT
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE
Ct_EF\/~ ~)F
ORO:.',"
r Ii r!,J,
01i'
v....
III
PA 17013
-
*
REV-15~7 EX AFP (06-05)
DORIS
J
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOWERS DORIS J FILE NO. 21 07-0592 ACN 101 DATE 10-16-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 wUl
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Cl5) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 80,691.69 X 045 = 3,631.13
17. Amount of Line 14 at Sibl1ng rate Cl7) .00 X 12 = .00
18. Amount of Une 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due Cl9)= 3,631.13
TAX CICI:.U~I:S:
PAYMENT RECEIPT DrSCOUNT C+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (_)
08-10-2007 CD008531 181.56 3,449.57
TOTAL TAX CREDIT 3,631.13
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
79,000.00
.00
.00
.00
14,783.69
.00
.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
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
10,843.26
(9)
(10)
2~248.74
Cl1>
Cl2)
Cl3)
(14)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure propel"
credit to your account,
submit the Upper portion
of this form with your
tax payment.
(8)
93,783.69
13.09?nn
80,691.69
.00
80,691.69
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ;r' j
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)