HomeMy WebLinkAbout11-13-07
COMMONWEALTH OF PE~NSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
-
REV-1162 EX! 11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NEARY LAWRENCE J
108-112 WALNUT STREET
HARRISBURG, PA 17101-1609
-------- fold
ESTATE INFORMATION: SSN: 180-01-2044
FILE NUMBER: 2107-0271
DECEDENT NAME: BURRELL CARL R
DATE OF PAYMENT: 11/13/2007
POSTMARK DATE: 11/09/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 08/17/2006
NO. CD 008951
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $904.52
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: RECEIPT TO A TTY
CHECK# 2875
SEAL
INITIALS: WZ
RECEIVED BY:
REGISTER OF WILLS
$904.52
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVI'sWN
PO BOX 280~;01 (:, .' : -
HARRISBURG PA 17128-0601,
~,\ .
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
, ,.
J
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11- 05-2007
BURRELL
08-17-2006
21 07-0271
CUMBERLAND
101
APPEAL DATE: 01-04-2008
( See reverse side under Objections)
Amount Remitted I q 0 '-I, s";}.. I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CARL
R
-
;~/.,\ \:"-
LAWRENCE J NEARY) \eSQ
108-112 WALNUT sf\
HBG PA 17101
CUT ALONS THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REy:i547-EX-AFP-C03:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAISEMENT:-ALLOWANcE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BURRELL CARL R FILE NO. 21 07-0271 ACN 101 DATE 11-05-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
Stocks and Bonds (Schedule B)
(l)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
13,779.70
52,419.13
9,030.52
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
75,229.35
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
(9)
ClO)
1,627.00
13.
14.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
130.73
Cll)
Cl2)
Cl3)
Cl4)
1 . 7r:)7 . 73
73,471.62
.00
73,471.62
If an assessment 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 CREDITS'
NOTE:
.00 X 00 .00
21,052.49 X 045 = 947.36
52,419.13 X 12 = 6,290.30
.00 X 15 = .00
Cl9)= 7,237.66
Cl5)
Cl6)
Cl7>
Cl8)
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-21-'2007 CD008573 .00 6,500.00
INTEREST IS CHARGED THROUGH 11-20-2007 TOTAL TAX CREDIT 6,500.00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 737.66
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 166.86
TOTAL DUE 904.52
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. 'If
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~" .
A 121=I=IINn <:1=1= I2I=VI=I2<:1= <:Tnl= 01= T\.lTS F"ORM F"OR INSTRUCTIONS.)