HomeMy WebLinkAbout12-05-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~J:!QIJkE,Q)::~);!FRJJ:ANCE TAX
AP~~~~~~t)"'L~~~d~;OR DISALLOWANCE
OJ;.l;)5oliC-TIONSA~OA,SpESSMENT OF TAX
hi:;',: :~;-i,_"'; :..: DATE
ESTATE OF
2007 DEe -5 PM 12: 34~~~EN~ DEATH
COUNTY
ACN
REV-1547 EX I01-ll7) PC
Appeal Date: 01-19-2008
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE Q RETAIN LOWER PORTION FOR YOUR RECORDS (:::J
- -REV~1-54fEX (01:07) -PC- - - - - - - - - - - - - - r,ioi'icE oj:- H,.iHERWANc"e .tA)( A"PP'RAisENfet.it; -ALlOWANCE- ()R- -"".. - - - - - - - - - -"". - - - - - -- - -". - -.
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BURKE JOSEPHINE A FILE NO. 2106-0968 ACN 101
TAX RETURN WAS: ( [gI) ACCEPTED AS FILED ( D) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND PA 17070
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11-20-2007
BURKE
10-18-2006
21 06-0968
Cumberland
101
JOSEPHINE
A
ESTATE OF
DATE 11-20-2007
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 Proper1y(Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 32,938.79
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,662.02
11. Total Deductions (11) 34,600:81
12. Net Value ofTax Return (12) 101 ,523.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00
14. Net Value of Estate Subject to Tax (14) 101,523.97
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
0.00
75,043.55
0.00
0.00
44,748.36
0.00
16,332.87
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
136,124.78
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 taxable at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(15) 0.00 X .00 0.00
(16) 101,523.97 X.045 4,568.58
(17) 0.00 X .12 0.00
(18) 0.00 X .15 0.00
(19) 4,568.58
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID 1-)
12-13-2006 CD007560 2.55 48.46
01-09.2007 CD007667 210.53 4,000.00
09-07 -2007 CD008649 0.00 307.04
BALANCE OF UNPAID INTEREST/PENALTY AS OF 09-08-2007 TOTAL TAX CREDIT 4,568.58
BALANCE OF TAX DUE 0.00
INTEREST 3.43
TOTAL DUE 3.43
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.)
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