HomeMy WebLinkAbout01-08-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r),:r~";,:r::-: (-r~~~Cl:OF INHERITANCE TAX
"" "'A~AlSEHENT,':'ALLOWANCE OR DISALLOWANCE
ot:iDEDUCnONS AND ASSESSMENT OF TAX
DATE 01-02-2007
ESTATE OF KOUGH PHYLLIS H
DATE OF DEATH 02-14-2006
FILE NUMBER 21 06-0165
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-03-2007
( 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 +-
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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 KOUGH PHYLLIS H FILE NO. 21 06-0165 ACN 101 DATE 01-02-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
2007 JAN -8 Pi1 2: 51
RICHARD L WEBBER
WEIGLE & ASSOCS
126 EKING ST
SHIPPENSBURG
CLEFiI< (y:
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PA 17257
REV-1547 EX AFP (06-05)
T AX 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
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
152,510.00
8,836.34
.00
.00
12,085.99
1,778.52
1,596.51
(8)
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
176,807.36
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 !bh 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
X C TS:
A
DATE
05-11-2006
11-09-2006
NOTE:
C T
NUMBER
CD006686
CD007412
DISCOUN
INTEREST/PEN
Cl5)
Cl6)
Cl7)
Cl8)
(+)
PAID (-)
344.74
.00
(9)
ClO)
11,576.58
1,988.60
(11)
Cl2)
Cl3)
Cl4)
13.1;61'; 18
163,242.18
.00
163,242.18
.00 X
163,242.18 X
.00 X
.00 X
00
045 =
12 =
15 =
.00
7,345.90
.00
.00
7,345.90
Cl9)=
AMOUNT PAID
6,550.00
451.16
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
7,345.90
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)