HomeMy WebLinkAbout11-16-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
mffi ,,",,~ir~Ei""\QF' INHERITANCE TAX
RECO\llSP....d.~"~ ~JiLLOWANCE OR DISALLOWANCE
Dr~!('-m:; ~uM1Lt,Q,S AND ASSESSMENT OF TAX
t \tv!\,J 1 ell ",.' i i.,'';,'
11-12-2D07
LAFFEY
12-D9-2DD6
21 D7-0169
CUMBERLAND
101
APPEAL DATE: Dl-11-2D08
( 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
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2001 NOV '6 PH 1: 3~
ANTHONY L DELUCA
113 FRONT ST
PO BOX 358
BOILING SPGS
CLERK OF
ORPHAN'S COURT
ESQ CUMB~RU~ND CO., PA
PA 17DD7
'*
REV-1547 EX AFP (06-05)
JANE
A
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 LAFFEY JANE A FILE NO. 21 07-0169 ACN 1D1 DATE 11-12-2DD7
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
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
536,DOD.DD
1.391.123.34
.DD
.DO
19.178.95
10.368.68
31,689.DO
(8)
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
1,988,359.8D
1?1i.?6~.16
1,863,113.7D
.OD
1,863,113.7D
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 Abl 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
NOTE:
+
INTEREST/PEN PAID (-)
4,192.01
DATE
D3-D8-2DD7
NUMBER
CDDD7873
(9)
(10)
87,682.86
DD ..
045 =
12 =
15 =
(19)=
.DD
83,84D.12
.DD
.DD
83,840.12
84,192.D1
351.89CR
.DD
351.89CR
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, ND 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.)
37.563.28
(15)
(16)
(17)
(18)
. DD X
1,863,113.7D X
.DD X
. DO X
AMOUNT PAID
80,DDD.DD
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE