HomeMy WebLinkAbout04-13-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
DANIELS WILLIAM S
ONE W HIGH STREET STE 205
CARLISLE, PA 17013
____u__ fold
ESTATE INFORMATION: SSN: 193-36-3745
FILE NUMBER: 2105-0314
DECEDENT NAME: MOWERY MARY J
DATE OF PAYMENT: 04/13/2007
POSTMARK DATE: 04/13/2007
COUNTY: CUMBERLAND
DATE OF DEATH: 03/30/2005
NO. CD 008024
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $23.61
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$23.61
REMARKS: WILLIAM S DANIELS ESQ
HUMER AND DANIELS
CHECK#1694
SEAL
INITIALS: AJW
RECEIVED BY:
REGISTER OF WILLS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
IUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 21"11
HARRISBURG PA 17121-1'11
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
.a~
REV-lS47 EX AFP (1'-05)
_' ;.t!:.I1i
DATE 04-02-2007
ESTATE OF MOWERY
DATE OF DEATH 03-30-2005
FIJ.,E N~MI~lt~:' :21,n05~o.~14"
COUNTY:."" ct,,, CUMBERLAND.
ACNJ!; "."1'01' ..<
APPEAL DATE I 06-01-2007
( See reverse side ""der Objections )
A.ount R..l~_ed I I
MAKE CHECK PAYAILE AMD REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
MARY
J
) 1. J. . ,'.... 'c", t ',1' ''''
.,
WILLIAM S DANIELS
HUMER & DANIELS
1 W HIGH ST STE 205,
CARLISLE ,PA 17013
,I,
TO:
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
----------------------------------------.---------------------------------------------------
REV~1.5i7., EXuAFP :(03-05) _NIlTICE OFu INHERITANCE TAX AP--P-RAlSEMEtU-y,ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MOWERY l:" '., ,. J MARY .-,: ,;' 'J FILJENO~2105~Oi314 1) ACN' "101',DATE' 04-02-2007
,"" "I'" .;r~ ~,Er~Il~J'~S~(X)"ACCEPTED AS FILEJ;l,;, (,) ,CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE ;""
APPRAISED VALUE OF RETURN lASED ONI ORIGINAL RETURN \,)
1. Red Est.h. (Schedule A) ,,' i, '(1)
! . \ ~ ; \ I \ \ "..;', I
2. Stocks lInd ~ond':'($c:hedul. I),';',; .,',.",.(2)
S. CloselY Hdd"Stoclc/P.rtn~rshlp Inhrest (Schedule C)'; U)" ," i 'I,
4. Mort,.,es/Notes Recelv.bl. (Schedule D) (4)
s. c.~h/i~rik.JD~.pos1ts.i"bcj.. p.'rson.i pr~~ertY (Schedule E)" ';(5)
6. Jolntl~,.,O~r:l~~ rl:oper~Y ~Sche~.ule F) i' ,(6)
7. Tr.nsfers' (Schedule' Gl)i, , ..:", ,,',d j,", (7)\':
I . ,j
I. )OhlAs~.ts".."),,,,' .,
1 L 'J:' ~;
"'.00'; NOTE: To' Insure proper
: 00" ,,:~~:~dlrto your .ccount,
" "00 ' " subalt the upper portion
. , of~hls fora with your
.00 hx p.yaent.
1.019.76
.". .00
108,'869.36 '
,'" 'C ',(I)
109,889.12
,:
APPROVED PEDUCTIONS AND EXEMPTIONS I
~~. .
:_)(1n 9. ?38. tli9
(~:~), '-;" 100,~~O.43
$ ~O~OO
:.:,,'O,.? ':' ",'3
."",Cl4)T, ,.......100,650143
,,'-",'. W
NOTE I , If..n ....ss.'ntwas.....1.ss.u.e.cL, ~lQUS1Y, .11nesi.'11i ,:15.:.'aJldLo~0.Ji'l ~ancl-l:.Gl11
re f 1 ~c t" f~~~:~e~~\~ ~ ~,~.~ ~,~,1 u d e" ~,~ ~",t 0 ~,~ 1;, ,0 ~,; )~;'~~'~f~f~'~~:: .s,.~e.~s ~~;'(~~~ ~Lt'~: ' ,
ASSEl~~M;a~~n~rOfT~: 14 .t Spouul r.h )~{;; <C,;, f',' ","",Woo .:OO'~lC'~~ "'~" "~~1' ' .00
U. Aaount of'Llrilt'14 hxable .'t Llned/Chss A r.h ''(16)''' ;i':100,650';43':~':lJ45.' f"~:4,529.27
17. Aaount 0'1.1ne14 at', Slbl1n,'r.te ' (17) . Ii o. X" 12., _ ,U ' . 00
11. Aaount'of'Llne"14\hx.ble.t Co,"hhrd/Clus I r.te "~d'lf" '.< in, . OOX[.',l!:i~".' . 00
,. ' . 1. ,- <., ' ,. ", ....,.
19. Prlnc1pd Tn Due\oL ; C'l')- 4,529.27
i\' ,,':, t "''.
,.
10.
11.
12.
lS.
14.
Funer.l Expenses/Ada. Costs/Misc. Expenses (Schedule H)
Debts/Mort,.,e Ll.bllltles/L1ens (Schedule I)
Tot.l Deductl~n~,~'
Net V.lue of T.x Return
Ch.rlhb,le/Sove,rnaenhllequestsl Non-elechd 911S Trusts ($chedule J)
. " .'i ., ,t:\ .,....:1 ,.re '
Net V.lue of Est.te Subject to T.x
(9)
(10)
8,970.51-
268.18
I,. li
:.. 1 .._I \,)0': ; -.".
NUMIER
CD005504
CD007680
+
INTEREST/PEN PAID (-)
210.53
.00
AMOUNT,PAID
4,000.00
", ,318.74
'; 1,:
:,"1;'.
.,.,','-,'.
1.1".1
. ":'~;
;.,...,l.,_
; "1;"-'
'\>\' \. '
..~u ~"/I.,~ ,~i.. ;';.;10/, :.~t:H.t..~
~.. 'I':'
" BALANCE OF UNPAID,.INTEREST/PENAL TV AS OF 01-12-2007,TOTAL'\TAX1CREDIT,
u' .,~"~, .'~ ..i I I..ANCE ,OF., TAX DUE, ,
. '~NTEREST AND PEN.
TOTAl.. DUE
" 4',529.27
.00
23.15
23.15
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY.IE DUE
& ..",,,,,,un ..."'''' ."'........'" .Tnl: nl: T"'TlI I:nDM 1:1'1. TN!lTDU~TTI'IN!L 1