HomeMy WebLinkAbout01-04-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
."........./~',....\--..~"i'--, ~~\.I",~.? "'-~I
-\ ' ,'. NOTICE OF INHERITANCE TAX
llPPRAISI;MEN1., ALLOWANCE OR DISALLOWANCE
.'OF-DEDUCTIONS AND ASSESSMENT OF TAX
DATE 12-24-2007
ESTATE OF DEILY DORIS J
DATE OF DEATH 11-23-2006
FILE NUMBER 21 06-1046
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-22-2008
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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 DEILY DORIS J FILE NO. 21 06-1046 ACN 101 DATE 12-24-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
zonB ...1M! -ll Pl; 12: 33
JOHN MEAKIN
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
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)
S. 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
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 19 will
reflect figures that include the total of ~ 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
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
AX RED TS:
A MEN
DATE
10-05-2007
NOTE:
R C PT
NUMBER
CD008784
O}
(2)
(3)
(4)
(5)
(6)
(7)
122,000.00
3,989.12
.00
.00
16,752.60
.00
.00
(S)
*
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
142,741.72
]I;.D49.47
127,692.25
31,923.06
95,769.19
(15) .00 X DO .00
06} 95,769.19 X 045= 4,309.16
07} .00 X 12 .00
OS} .00 X 15 .00
(19) ,= 4,309.16
AMOUNT PAID
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 '1
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE t?
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
(9)
nO}
13,958.52
1.090.95
(ll)
02}
(3) _
04}
+}
PAID (-)
.00