HomeMy WebLinkAbout02-29-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (06-05)
DATE 02-26-2008
ESTATE OF MYERS MILDRED L
DATE OF DEATH 05-25-2007
FILE NUMBER 21 07-0780
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-26-2008
( 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
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 MYERS MILDRED L FILE NO. 21 07-0780 ACN 101 DATE 02-26-2008
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SUSAN L DUNN
262 COUNTRY CLUB
TELFORD
DR
PA 18969
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
.00
.00
.00
2,221.04
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
2,221.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
795.59
.00
(11)
(12)
(13)
(14)
791i.1i9
1,425.45
.00
1,425.45
9.
10.
II.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
Debts/Mortgage Liabilities/Liens (Schedule I) (10)
Total Deductions
Net Value of Tax Return
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 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
NOTE:
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
08-14-2007
11-08-2007
(15)
(16)
(17)
(18)
.00 X 00 =
1,425.45 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
.00
64.14
.00
.00
64.14
RECEIPT
NUMBER
CDo08564
CD008962
DISCOUNT (+)
INTEREST/PEN PAID (-)
3.16
.00
AMOUNT PAID
60.00
4.14
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
67.30
3.16CR
.00
3.16CR
"
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. r:u
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)