HomeMy WebLinkAbout03-16-07
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 2801101
HARRISBURG PA 17128-01101
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
, OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (011-05)
DATE 03-19-2007
ESTATE OF RICHARDSON STELLA F
DATE OF DEATH 03-17-2006
FILE NUMBER 21 06-0642
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-18-2007
( 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--
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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 RICHARDSON STELLA F FILE NO. 21 06-0642 ACN 101 DATE 03-19-2007
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RICHARD L wtl~~'~:,/,j~:,=': E~~~r(f
WEIGLE & AS~OCIATES
126 EKING ST
SHIPPENSBURG PA 17257
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
204.506.50
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
204,506.50
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
ll.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
(9)
UO)
14,986.29
157.386.31
(1)
(2)
(3)
(4)
17?~7? liD
32,133.90
.00
32,133.90
NOTE: 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 Ab.b. 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
(5) .00 X 00 .00
(16) 32,133.90 X 045 = 1,446.03
(7) .00 X 12 = .00
(8) .00 X 15 = .00
(9) = 1,446.03
TAX CREDITS:
PAYMENT RECEIPT lJISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-02-2007 CD007633 .00 1,446.03
03-12-2007 SBADJUST .00 4.52
TOTAL TAX CREDIT 1,446.03
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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 DUE _~ L
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~