HomeMy WebLinkAbout01-07-08 (2)
12-24-2007
DEILY
11-23-2006
21 06-1046
CUMBERLAND
101
APPEAL DATE: 02-22-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT> HOUSE
CARLISLE, PA 1701-iSS
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ...-.; ,.~ )
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -.... - _,.4 - - -.. - - """ - - - - -.'" - -.; -...... - -.".. -..... =: - - - - - -.. - -.... - - - _._--~~,~...,.~Pr" - - - to - - -.~,. ""P~--i--\--
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE.{)R; -.J '
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
DORIS J FILE NO. 21 06-1046 ACN 101
--
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
JOHN MEAKIN
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ESTATE OF
DEILY
REV-1547 EX AFP (06-05)
DORIS
J
. - ~-,
TAX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
.DA,TE ~-24-2DO\7
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'
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)
122,000.00
3,989.12
.00
.00
16,752.60
.00
.00
(1)
(2)
(3)
(4)
(S)
(6)
0)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
13,958.52
(9)
Cl 0)
1,090.95
Cll)
Cl2)
(13)
(14)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
c::>
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
142,741.72
Pi.nG9 G7
127,692.25
31,923.06
95,769.19
ClS)
Cl6)
Cl7)
(18)
.00 X 00 .00
95,769.19 X 045 = 4,309.16
.00 X 12 .00
.00 X 15 .00
(19)= 4,309.16
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
10-05-2007 CD008784 .00 4,309.16
BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-06-2007 TOTAL TAX CREDIT 4,309.16
BALANCE OF TAX DUE .00
INTEREST AND PEN. 40.58
TOTAL DUE 40.58
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. 'VIX/
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~ j
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)