HomeMy WebLinkAbout10-12-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2BO'01
HARRISBURG PA 17128-0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
'''-;:\PP~~I'SatEH'f, ALLOWANCE OR DISALLOWANCE
OF. - DEDOCTIONS' AND ASSESSMENT OF TAX
DATE 10-08-2007
ESTATE OF GEESAMAN JR JOSIAH E
DATE OF DEATH 01-20-2006
FILE NUMBER 21 06- 0147
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-07-2007
( See reverse side "nder Objections)
A.ount Re.ittedl 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 +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GEESAMAN JR JOSIAH E FILE NO. 21 06-0147 ACN 101 DATE 10-08-2007
2UD7 OCT /2 PN 12: 12
LEROY S MAXWELL JR
MAXWELL & MEYERS
92 W MAIN ST
WAYNESBORO
"/ f":j>' n"
v._C, "", ...!'-
ORPI-tl"'(' ,"'n' 'RT
eL.I;!, ,1;1 ; .,.'\;,: ) '....,',.-,[).) f
PA 17268
'*
REV-15~7 EX AFP (0'-05)
TAX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
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
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
reflect figures that include the total of ALL
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
S:
NOTE:
DATE
05-11-2007
NUMBER
CD008153
+
INTEREST/PEN PAID (_)
98.92-
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
97,500.00
.00
.00
.00
68,686.38
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
166,186.38
147.994 ~::\
18,191.85
.00
18,191.85
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
(15)
<16>
(17)
(18)
.00 X 00 =
.00 X 045 =
13,401.85 X 12 =
4,790.00 X 15 =
(19)=
(9)
(10)
18,463.17
.00
.00
1,608.22
718.50
2,326.72
2,336.91
10.19CR
.00
10.19CR
129.531.36
ell)
(12)
(13)
(14)
AMOUNT PAID
2,435.83
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
( 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.)