HomeMy WebLinkAbout02-29-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIoNS AND ASSESSMENT OF TAX
: [jATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-26-2008
POWERS
02-26-2007
21 07-0275
CUMBERLAND
101
APPEAL DATE: 04-26-2008
( 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 280601
HARRISBURG PA 17128-0601
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ARTHUR M FELD ESQ
1309 BRIDGE ST
NEW CUMBERLAND
PA 17070
'*
REV-1547 EX AFP (06-05)
VIRGINIA
R
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 POWERS VIRGINIA R FILE NO. 21 07-0275 ACN 101 DATE 02-26-2008
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)
(9)
ClO)
.00
34,129.62
.00
.00
87,910.86
6,202.24
240,398.08
(8)
20,208.31
822.10
(11)
Cl2)
Cl3)
Cl4)
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 !hl 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:
PAYMENT
DATE
05-15-2007
NOTE:
RECEIPT
NUMBER
CD008173
DISCOUNT (+)
INTEREST/PEN PAID (-)
720.00
INTEREST IS CHARGED THROUGH 03-12-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
Cl5)
Cl6)
Cl7)
Cl8)
.00
347,610.39
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
Cl9)=
AMOUNT PAID
13,680.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* 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.
368,640.80
21.030 41
347,610.39
.00
347,610.39
.00
15,642.47
.00
.00
15,642.47
14,400.00
1,242.47
26.70
1,269.17
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.