HomeMy WebLinkAbout11-09-07
11-05-2007
SMITH
04-20-2007
21 07-0562
CUMBERLAND
101
APPEAL DATE: 01-04-2008
( See reverse side under Objections)
A.ount Re.1tted[ ]
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
r'
COMMONWEALTH OF PENNSYLVANIA
D~P,ARTMENT OF REVENUE
" ' , ~ I
1l0TICEOF INHERITANCE TAX
APPRAISEMENT, AllOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
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JAMES D BOGAR
BOGAR & HIPP LW
1 W MAIN ST
SHIREMANSTOWN
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PA 17011
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REV-1547 EX AFP (06-05)
HELEN
D
TO:
'Y!_~~Y~~_!~!~-~!~~------~---~~!~!~-~Y~~~-~Y~!!Y~_fY~_!Y~~_~~~Y~Y~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SMITH HELEN D FILE NO. 21 07-0562 ACN 101 DATE 11-05-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) 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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
213.733.80
.00
.00
1.036.50
473.128.71
87,808.38
(8)
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
(9)
ClO)
19,404.76
265.21
(11)
(12)
Cl3)
Cl4)
NOTE: If an assess.ent was 1ssued prev1ous1y, 11nes
reflect f1gures that 1nc1ude the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with your
tax payment.
775,707.39
19.1>1>9 97
756,037.42
.00
756,037.42
14, 15 and/or 16, 17, 18 and 19 w111
returns assessed to date.
( IF TOTAL DUE IS LESS THAN tl. 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.)
.00 X 00 ..
756,037.42 X 045 =
.00 X 12 ..
.00 X 15 =
Cl9)=
DATE
07-20-2007
08-31-2007
C
INTEREST/PEN PAID (_)
1,700.32
.00
AMOUNT PAID
32,306.01
15.35
NUMBER
CD008433
CD008615
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
34,021.68
.00
.00
34,021.68
34,021.68
.00
.00
.00