HomeMy WebLinkAbout12-05-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;X('(\DnriMa'i'.~~FrINHERITANCE TAX
i'~Pl'~~~S~M'~Ii+.':l~~OWANCE OR DISALLOWANCE
l,j~F: ~E:DU,9Tr'ON~U~IND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (06-05)
THOMAS E FLOWER
SAInIS ETAL
2109 MARKET ST
CAMP HILL
-,(:;LEPt\ .....,i~ I i
om.,' : t ").;R I
elf
PM 12: 35DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
~. COUNTY
._/\
ACN
11-20 -2007
HAGAN
02-06-2007
21 07-0164
CUMBERLAND
101
APPEAL DATE: 01-19-2008
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MARY
R
Z001 DEe - 5
PA 17011
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 HAGAN MARY R FILE NO. 21 07-0164 ACN 101 DATE 11-20-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( x) CHANGED
SEE ATTACHED NOTICE
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
.00
.00
.00
32.081. 03
.00
.00
(8)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
32,081.03
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10.
ll.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
(0)
11,912.30
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
9.780.53
(11 )
(2)
(3)
Net Value of Estate Subject to Tax
(14)
/1.69/ 83
10,388.20
.00
10,388.20
If an assessment 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
Amount of Line 14 taxable at Collateral/Class B rate (18)
NOTE:
Tax Due
(9)=
.00
.00
1,246.58
.00
1,246.58
(15)
(16)
(7)
.00 X
.00 X
10,388.20 X
.00 X
00
045 =
12 =
15 =
TA
RECEIPT
NUMBER
CD008080
DISCOUNT (+)
INTEREST/PEN PAID (-)
62.33
AMOUNT PAID
1,430.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,492.33
245.75CR
.00
245.75CR
* 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.)
..
REV-1470 EX (6-68)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME
FILE NUMBER
REVIEWED BY
Mary R Hagan
Deborah Washington
ACN
2107 -0164
101
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The Department will attempt to bill the beneficiary.
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