HomeMy WebLinkAbout10-26-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENt, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
10-22-2007
SHARAR SR
12-07-2006
21 06-1132
CUMBERLAND
101
APPEAL DATE: 12-21-2007
( See reverse side under Objections)
AMount Re.ittedl 1
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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JOHN R COX
317 3RD ST B
NEW CUMBERLAND
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PA 17070
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*
REV-1547 EX AFP (06-05)
WILLIAM
B
TO:
CUT ALONS 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 SHARAR SR WILLIAM B FILE NO. 21 06-1132 ACN 101 DATE 10-22-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
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 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
X C TS:
PA N
DATE
01-29-2007
08-07-2007
10-15-2007
RESERVATION CONCERNINS 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
NOTE:
RECE T
NUMBER
CD007758
CD008508
SBADJUST
DISCO T (+)
INTEREST/PEN PAID (_)
678.95
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(l)
(2)
(3)
(4)
(5)
(6)
(7)
162,637.00
.00
.00
.00
196,927.00
.00
23,200.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
382,764.00
~~.o~n 00
346,704.00
.00
346,704.00
CI9}=
.00
15,602.00
.00
.00
15,602.00
(9)
CIO}
36,060.00
15,602.00
.00
.00
.00
.00
(11)
CI2}
CI3)
CI4}
CIS)
CI6}
(17)
CI8}
.00
346,704.00
.00
.00
X DO
X 045 =
X 12 =
X 15 =
( 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.)
-
AMOUNT PAID
12,900.00
2,023.00
.05
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE