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HomeMy WebLinkAbout10-26-07 . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE _" "NQrI.CILOF. INHERITANCE TAX AP!,RAISEMENT.A~t.OWANCE OR DISALLOWANCE OF DEDUCTI~NS' AND ASSESSMENT OF TAX '* 10-22-2007 THRUSH 05-15-2007 21 07-0494 CUMBERLAND 101 APPEAL DATE: 12-21-2007 ( See reverse side under Objections) A.ount Re.ittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 pATE 3 kSTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRIS8URG PA 17128-0601 Z Q J 7 Q r; l' 213 ~~1 !l-:' I"" ~ ;1", ~I , M I 1.,- :'IT CHRISTOPHER E RICE MARTSON LAW OFFICES 10 E HIGH ST CARLISLE r!;., ' -,:n:~''""~ ('! If -",,/'..i PA 17013 REV-1547 EX AFP (06-05) MARY K 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 THRUSH MARY K FILE NO. 21 07-0494 ACN 101 DATE 10-22-2007 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 (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 137.494.28 .00 .00 (8) NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. 137,494.28 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 12.407.06 (9) (10) 230.32 (11) (12) (13) (14) 17.&37 38 124.856.90 .00 124,856.90 NOTE: 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 (15) .00 X 00 .00 (16) 124,856.90 X 045 = 5,618.56 (17) .00 X 12 = .00 (18) .00 X 15 = .00 (19)= 5,618.56 TAX CREDITS: PAYMENT RECl:: I PT DIScOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-10-2007 CD008526 280.93 5,618.56 TOTAL TAX CREDIT 5,899.49 BALANCE OF TAX DUE 280.93CR INTEREST AND PEN. .00 TOTAL DUE 280.93CR * IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. (',' IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DU~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)