HomeMy WebLinkAbout12-05-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Drr,"Drf:rtl~r:or1:NHERITANCE TAX
'i['~\p'Pj~AlI~~,tl"X,~~'OWANCE OR DISALLOWANCE
F=Go;i~&~~T~~t'~ND ASSESSMENT OF TAX
'*
REV-1547 EX AFP (06-05)
DATE 11-26-2007
ESTATE OF JONES THELMA
DATE OF DEATH 12-28-2006
FILE NUMBER 21 07-0333
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-25-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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 JONES THELMA FILE NO. 21 07-0333 ACN 101 DATE 11-26-2007
2001 DEe ~5 PM 12: 33
LISA COMBER HALL
HALL LAW OFFICES
2 W MARKET ST
WEST CHESTER
CLERK OF
ORD:,I:',!'(::~,'111pT
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ESQ
PA 19382
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
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)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
85,658.89
226,474.30
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
8.
Total Assets
312,133.19
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.
(9)
(10)
22,448.40
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
1,157.00
(11)
(12)
(13)
14.
Net Value of Estate Subject to Tax
(14)
"3.6DI1.4D
288,527.79
.00
288,527.79
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh 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
RECEIPT
NUMBER
CD008722
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
(IS) .00 X 00 .00
( 16) .00 X 045 = .00
(17) 62,053.49 X 12 = 7,446.42
(18) 226,474.30 X 15 = 33,971.15
(19)= 41,417.57
AMOUNT PAID
41,417.57
19. Principal
TAX CR DITS:
PAYMENT
DATE
09-20-2007
Tax Due
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
41,417.57
.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.)