HomeMy WebLinkAbout11-09-07
11-05-2007
GRAY
02-12-2007
21 07-0185
CUMBERLAND
101
APPEAL DATE: 01-04-2008
( See reverse side "nder Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
r",
..... ~'j
r :', 1"',. t') 'J)'-
",' 1/. / ATE
. j - ,-
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
Or~r:
\ I .\
WILLIAM A ADDAMS ESQ
43 W SOUTH ST
CARLISLE PA 17013
*'
REV-1547 EX AFP (06-05)
LILLIAN
E
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 GRAY LILLIAN E FILE NO. 21 07-0185 ACN 101 DATE 11-05-2007
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 ~ 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
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Hortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
NO . 01
.00
.00
.00
.00
26,133.98
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage 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
.00
.00
(11)
Cl2)
Cl3)
Cl4)
(9)
ClO)
NOTE:
Cl5)
(16)
Cl7)
Cl8)
.00
523,251.03
.00
.00
X DO
X 045..
X 12 ..
X 15 ..
A
DATE
06-01-2007
06-01-2007
08-24-2007
C
NUHBER
CD008226
CD008227
CD008587
+
INTEREST/PEN PAID (-)
.00
.00
.00
AHOUNT PAID
20.11
22,350.16
1,176.03
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
Cl9)"
NOTE: To insure proper
credit to your account,
sub_it the upper portion
of this form with your
tax payment.
26,133.98
.on
26,133.98
.00
523,251.03
.00
23,546.30
.00
.00
23,546.30
23,546.30
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN tl, NO PAYHENT IS REQUIRED. ~ L
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY B~
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)