HomeMy WebLinkAbout12-05-07
11-20-2007
DUCHARME
03-11-2007
21 07-0267
CUMBERLAND
101
APPEAL DATE: 01-19-2008
( See reverse side under Objections)
A.ount Remitted( 1
MAKE CHECK PAYABLE AND REMIT PAYMENT T
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r\,-tv'\pr::l ('rC'ttOI!':IC"~ ,OF INHERITANCE TAX
~:=;':)ii')(j;IliR'NISE'HEN~', ALLOWANCE OR DI SALLOWANCE
:-'=:~F(',fjE~~~~t.;ONS AND ASSESSMENT OF TAX
2007 DEe -5
PH 12: 36
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
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MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE
PA 17013
REV-15"i7 EX AFPI
DOROTHY I
I
06-05)
CUT ALONG THIS LINE .... 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 DUCHARME DOROTHY FILE NO. 21 07-0267 ACN 101 DATE 11-20-
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 wi I
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
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)
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)
164,900.00
2.44
.00
.00
16,260.03
5.762.89
.00
8.
Total Assets
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
(8)
(9)
(10)
53,346.49
693.20
(11)
(12)
(13)
(14)
13.
14.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
NOTE:
19. Principal
TAX CREDITS:
PAYMENT
DATE
09-13-2007
(15)
(16)
(1n
(18)
.00
132,885.67
.00
.00
X 00
X 045 =
X 12 =
X 15 =
Tax Due
(19)=
RECEIPT
NUMBER
CD008674
DISCOUNT (+)
INTEREST/PEN PAID (_)
.00
AMOUNT PAID
5,979.86
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
07
NOTE: To insure
credit to your a
submit the upper
of this form wit
tax payment.
toper
ount,
ortion
your
186,925.3 I
132,885.6
.0
132,885.6
.0
5,979.8
.0
.00
5,979.86
5,979.86
.00
.00
.00