HomeMy WebLinkAbout12-05-07
.
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~c,v"'R"rn ('le[!('!: (',:lIoncE OF INHERITANCE TAX
TAXES Hr\ Jh'.I:-:.'J UIAP"'~tsEMENT, ALLOWANCE OR DISALLOWANCE
":.' "'df;ltiEDucnoNS AND ASSESSMENT OF TAX
r' . ,-..
DATE 11-20-2007
ESTATE OF BENNER ANN M
DATE OF DEATH 12-09-2006
FILE NUMBER 21 06-1115
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-19-2008
( See reverse side under Objections)
Amount Remitted[ J
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -to RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BENNER ANN M FILE NO. 21 06-1115 ACN 101 DATE 11-20-2007
2001 DEe ~5 PH 12: 35
REV-15~7 EX AFP (06-05)
CLEPK OF
0,"'" '.", ,.~, r' '''''linT
_~ t~;t"'.' j-'!,~,.i \4 ::: ~_"__'_ ,:., \ ~/'_,
JACQUELINE A KEUJ"ESQ e,l
J L BROWN & ASSOCS
845 SIR THOMAS CT 12
HBG PA 17109
TAX 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)
Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
771,084.65
.00
.00
92,800.71
.00
423,718.31
(8)
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with your
tax payment.
2. Stocks and Bonds (Schedule B)
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)
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
1,287,603.67
(9)
100,534.67
(10)
7.825.22
NOTE:
(11 )
(12)
(13)
(14)
] 0'1. ~1;9 89
1,179,243.78
.00
1,179,243.78
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
03-08-2007
07-06-2007
(15)
(16)
(17)
(18)
.00
1,179,243.78
.00
.00
X 00
X 045 =
X 12 =
X 15 =
RECEIPT
NUMBER
CD007880
CD008648
(19)=
.00
53,065.97
.00
.00
53,065.97
DISCOUNT (+)
INTEREST/PEN PAID (_)
2,526.32
.00
AMOUNT PAID
48,000.00
2,539.73
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
53,066.05
.08CR
.00
.08CR
~
( 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.)