HomeMy WebLinkAbout10-26-07
I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"IlOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF D~DUCTIONS AND ASSESSMENT OF TAX
*'
DATE 10-22-2007
ESTATE OF GARSIDE HARRIET J
DATE OF DEATH 05-20-2007
FILE NUMBER 21 07-0536
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-21-2007
( 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
~~!_~~~~~_!~!~_~!~~______~___~~!~!~-~~~~~-~~~!!~~_E~~-y~~~-~~~~~~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GARSIDE HARRIET J FILE NO. 21 07-0536 ACN 101 DATE 10-22-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
';' r" ?r,
" I ,-v
pr, \2: 31
ANDREW C SHEELY
127 S MARKET ST
PO BOX 95
MECHANICSBURG
ES~t
PA 17055
REV-1547 EX AFP (06-05)
) CHANGED
T AX RETURN WAS: (X) ACCEPTED AS F I LED
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
71,191.81
.00
.00
(8)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
71,191.81
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
11,892.46
(9)
(10)
2,707.98
(11)
(12)
(13)
(14)
14.1'>00.44
56,591.37
.00
56,591.37
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 !bh 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) .00 X 045 = .00
(17) .00 X 12 = .00
(18) 56,591. 37 X 15 = 8,488.70
(19)= 8,488.70
TAX CRI;:DITS:
PAyMENT ~EC~IPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-15-2007 CD008549 424.44 8,064.30
TOTAL TAX CREDIT 8,488.74
BALANCE OF TAX DUE .04CR
INTEREST AND PEN. .00
TOTAL DUE .04CR
* 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 DUE 0
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)