HomeMy WebLinkAbout01-04-08
12-31-2007
SIMPSON
12-31-2006
21 07-0051
CUMBERLAND
101
APPEAL DATE: 02-29-2008
( See reverse side under Ohjections)
A.ount Re.Itted/ 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
. ' :'\':fI,<<lTICE OF INHERITANCE TAX
,API>RAISIOMImT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
"
2003 JMI-4
Pl112: 34
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID H STONE
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
CLE7<
np'C'1 ::,
........ ,\
ESQ Cl.'
PA 17070
'*
REV-1547 EX AFP (06-05)
MERRILL
F
TO:
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SIMPSON MERRILL F FILE NO. 21 07-0051 ACN 101 DATE 12-31-2007
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)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
176,563.35
.00
.00
32,533.38
.00
70,335.34
(8)
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
(9)
(10)
31,368.90
115.93
(11) _
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
279,432.07
31.686.83
247,947.24
.00
247,947.24
NOTE: If an assess.ent was Issued prevIously, lInes 14, 15 and/or 16, 17, 18 and 19 will
reflect fIgures that Include the total of A!J.. 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
(15) .00 X 00 .00
(16) 49,589.44 X 045.. 2,231.52
(17) .00 X 12 .- .00
(18) 198,357.80 X 15 29,753.67
(19),' 31,985.19
TAY CREnITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-29-2007 CD007952 1,526.32 29,000.00
10-09-2007 CD008793 .05- 1,458.92
12-24-2007 SBADJUST .00 2.83
TOTAL TAX CREDIT 31,985.19
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. LJ/
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)