HomeMy WebLinkAbout12-21-07
12-17-2007
DEAN
12-24-2006
21 07-0022
CUMBERLAND
101
APPEAL DATE: 02-15-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_,-~,r'rr-,rT\ "IO'Uq'I!:CQf,-:',INHERITANCE TAX
~"\CI,APPRA-);SEi4ENTi' AL.LOWANCE OR DISALLOWANCE
n," oFF1iEDucrIONS'-.AND ASSESSMENT OF TAX
,j
'1 ,f\7 nn' ? I
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Pii I: 04
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ELYSE E ROGERS
STE 400
635 N 12TH ST
LEMOYNE
ESQ
('1[::-:'<
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ell
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PA 17043
-
REV-1547 EX AFP (06-05)
DOROTHEA
J
TO:
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 DEAN DOROTHEA J FILE NO. 21 07-0022 ACN 101 DATE 12-17-2007
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 (17)
lB. Amount of Line 14 taxable at Collateral/Class B rate (IB)
TAX RETURN WAS: (X) ACCEPTED AS FILED
} 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)
B. Total Assets
(D
(2)
(3)
(4)
(S)
(6)
(7)
.00
285,860.25
.00
.00
37,324.81
102,540.95
57,759.32
(B)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
8,667.62
(9)
CIO}
4,254.83
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
(ll)
CI2}
CI3}
CI4}
NOTE:
CIS}
CI6}
.00
470,562.88
.00
.00
X 00
X 045 =
X 12 =
X 15 =
19. Principal
TAX CRE ITS:
A NT
DATE
03-15-2007
09-20-2007
CI9}=
Tax Due
RECEIPT
NUMBER
CD007919
CD008714
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,026.32
.00
AMOUNT PAID
19,500.00
649.01
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
483,485.33
1?9??41i
470,562.88
.00
470,562.88
.00
21,175.33
.00
.00
21,175.33