HomeMy WebLinkAbout11-09-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NQ'UCE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
of DEDUCTIONS AND ASSESSMENT OF TAX
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Ie <DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-05-2007
GRAY
05-21-2007
21 07-0517
CUMBERLAND
101
APPEAL DATE: 01-04-2008
( 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
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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ROGER B IRWIN ESQ
IRWIN & MCKNIGHT
60 W POHFRET ST
CARLISLE
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PA 17013
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REV-1547 EX AFP (06-05)
PAUL
A
TO:
CUT ALONG THIS LINE ...... RETAIN LOWER PORTION FOR YOUR RECORDS .-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GRAY PAUL A FILE NO. 21 07- 0517 ACN 101 DATE 11- 05-2007
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)
.00
.00
.00
.00
151.392.30
506,493.37
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax paYllent.
657,885.67
(1)
(2)
(3)
(4)
?~.~6n.7~
634,244.92
.00
634,244.92
(9)
(0)
22,456.77
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
OS) .00 X 00 .00
(16) 634,244.92 X 045 = 28,541.02
(7) .00 X 12 = .00
(18) .00 X 15 = .00
(9)= 28,541.02
AMOUNT PAID
27,113.97
NUMBER
CD008550
+
INTEREST/PEN PAID (-)
1,427.05
DATE
08-15-2007
1.183.98
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
28,541.02
.00
.00
.00
* 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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)