HomeMy WebLinkAbout12-05-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r:':{\,"'[1;<:'T'! r\~"qTiI~,!_OF INHERITANCE TAX
'<'U_".)I !A1"4'~A'ISEHEHT; ALLOWANCE OR DISALLOWANCE
--:(~'~\--oj: (OEIluaTlI'~NS AND ASSESSMENT OF TAX
: ":...... 1,____" ',~. .....: ".~' , ".. t.......
11-20-2007
GALLAWAY JR
06-29-2007
21 07-0695
CUMBERLAND
101
APPEAL DATE: 01-19-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT T
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
'10"'1 Dce l:'
LVi.! ,L .oJ
PlI12: 36
JAN
JAN
845
HBG
L BROWN
L BROWN & ASSOC
SIR THOMAS CT 12
PA 17109
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
REV-1547 EX AFP
to"
II
!i
FRANK
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS 4--
---------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GALLAWAY JR FRANK FILE NO. 21 07-0695 ACN 101 DATE 11-20-2
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
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and
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 C EDITS:
PAYM NT
DATE
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
NOTE:
(IS)
(16)
(17)
(18)
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (_)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
) CHANGED
(I)
(2)
(3)
(4)
(5)
(6)
(7)
.00
14,292.71
.00
.00
.00
.00
.00
NOTE: To insure
credit to your a
submit the upper
of this form with our
tax payment.
(8)
14,292.7
(9)
(10)
128.00
(19)=
.00
.00
.00
.00
.00
.00
(11)
(12)
(13)
(14)
14,164.71
.00
.00
.00
X 00
X 045 =
X 12 =
X 15 =
.00
.00
.00
.00
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)