HomeMy WebLinkAbout12-15-06
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~QTICE OF INHERITANCE TAX
D~r'nqri[O @ff~~s~"ENT, ALLOWANCE OR DISALLOWANCE
I ;,._uvl ,L/._ !~,rO,~,PFDUCTIONS AND ASSESSMENT OF TAX
1:"-'" "....;
\..' ',' ,_.
DATE 12-11-2006
ESTATE OF WOLFE HARRY E
DATE OF DEATH 04-21-2006
FILE NUMBER 21 06-0706
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-09-2007
( See reverse side under Objections)
A.ount Re.ittedl 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 4-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOLFE HARRY E FILE NO. 21 06-0706 ACN 101 DATE 12-11-2006
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 1712B-0601
200G DEe '5 AM": 3 2
JOHN MEAKIN
MARKET SQUARE
MECHANICSBURG
CLERK OF
ORPHNrS COURT
...,. .~,,', O^
('IIHnr .. . ' .' . I I.,
BLD(;'-"
PA 17055
*'
REV-1547 EX AFP (06-05)
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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 assess.ent 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
19. Principal Tax Due
C ED TS:
AMENT
DATE
10-26-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
NOTE:
(1)
(2)
(3)
(4)
(5)
(6)
(7)
125,000.00
1.418.83
.00
.00
207.454.78
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
333,873.61
18.474 48
315,399.13
3,000.00
312,399.13
(15) .00 X 00 .00
(16) .00 X 045 = .00
(17) .00 X 12 = .00
(18) 312,399.13 X 15 = 46,859.87
(19)= 46,859.87
AMOUNT PAID
46,859.97
R C
NUMBER
CD007352
S OUNT (+)
INTEREST/PEN PAID (-)
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
(10)
16,728.99
46,859.97
.10CR
.00
.10CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY B U
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
1.745.49
(11)
(12)
(13)
(14)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE