HomeMy WebLinkAbout01-18-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~OTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEbUCTIONS AND ASSESSMENT OF TAX
*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
~ I . .- ":) DATE 01-14-2008
I , ; .~. "'-
ESTATE OF VAUGHN MABEL C
DATE OF DEATH 03-07-2007
,- FILE NUMBER 21 07-0257
COUNTY CUMBERLAND
, ACN 101
APPEAL DATE: 03-14-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
ROBERT M FREY
5 S HANOVER ST
CARLISLE
PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF VAUGHN MABEL C FILE NO. 21 07-0257 ACN 101 DATE 01-14-2008
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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
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.
14.
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
31,000.00
.00
.00
.00
162.553.00
.00
.00
(8)
193,553.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(9)
ClO)
9,388.00
2.428.00
( 11)
Cl2)
(13)
Cl4)
11.816.00
181,737.00
1,000.00
180,737.00
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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 (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
05-16-2007
NOTE:
RECEIPT
NUMBER
CD008174
DISCOUNT (+)
INTEREST/PEN PAID (-)
406.65
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(15)
Cl6)
Cl7)
.00
180,737.00
.00
.00
.00
8,133.00
.00
.00
8.133.00
X 00 =
X 045 =
X 12 =
X 15 =
Cl9)=
AMOUNT PAID
8,061.38