HomeMy WebLinkAbout01-16-07
01-09-2007
WALTERS
06-11-2006
21 06-0542
CUMBERLAND
101
APPEAL DATE: 03-10-2007
( See reverse side under Objections)
A.ount Re.ittedl 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
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF~!N~~RITANCE TAX
AJ:!J;!.R"'ISI!~~Tr,':Ai..~OWANCE OR DISALLOWANCE
"qf.DEllUCT'I~~S AND -ASSESSMENT OF TAX
\ '-,:
2". (\1 J~N \ S Plt\ \2:~:TE OF
1JU. t'd.
DATE OF DEATH
C r:PY, Or FILE NUMBER
Of)"L..\~.\-.' I'C'. r"C)UH1(:OUNTY
I\;~ I ~\"I '." '., 12tN
C\.." ,...,-- ,
,\)'\;
JOHN MEAKIN
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
.
REV-1547 EX AFP (06-05)
WOODROW
W
TO:
~~r_~~~~~_r~!~_~!~~______~___~~!~!~_~Q~~~_~Q~!!Q~_EQ~-!Q~~-~~~Q~~~--~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WALTERS WOODROW WFILE NO.21 06-0542 ACN 101 DATE 01-09-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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 !bl returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
C ITS:
PA NT
DATE
09-08-2006
11-14-2006
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
389,000.00
9.140.58
.00
.00
677.726.75
.00
.00
(8)
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Stocks and Bonds (Schedule B)
Closely Held Stock/Pa~tne~ship Inte~est (Schedule C)
Mo~tgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
Jointly Owned P~ope~ty (Schedule F)
T~ansfe~s (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
29,734.93
4.664.00
(11)
Cl2)
Cl3)
Cl4)
NOTE:
Cl5)
Cl6)
Cl7)
(18)
. DO X
1,041,468.40 X
. DO X
.00 X
REC P
NUMBER
CD007185
CD007429
OUN (+)
INTEREST/PEN PAID (-)
2,315.79
.00
44,000.00
666.08
AMOUNT PAID
.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insu~e p~ope~
c~edit to you~ account.
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
1,075,867.33
34.398.93
1,041,468.40
.00
1,041,468.40
DO
045 =
12 =
15 =
.00
46,866.08
.00
.00
46,866.08
Cl9)=
46,981. 87
115.79CR
.00
115.79C
* 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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)