HomeMy WebLinkAbout03-30-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,--(, -,--\ ~e--'(-f: )IIQTICE OF INHERITANCE TAX
APPR'AlSEHENT, ALLOWANCE OR DISALLOWANCE
OFDEIlUCTIONS AND ASSESSMENT OF TAX
'*
REV-1547 EX AFP (06-05)
DATE 03-26-2007
ESTATE OF LOMMAN PAULYN E
DATE OF DEATH 05-09-2006
FILE NUMBER 21 06-0437
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-25-2007
( See reverse side under Objections)
Amount 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 +--
REY:is47-EX-AFP-C03:0Sl-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LOMMAN PAULYN E FILE NO. 21 06-0437 ACN 101 DATE ,03-26-2007
F 't,. ? I')
fu . ~ i ~ ,;,. U
WAYNE F SHADE EfQ
53 W POMFRET ST
CARLISLE PA 17013
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
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
139,669.38
122,386.03
.00
.00
228.667.74
35.832.11
.00
NOTE: TO insure proper
credit ~o your account,
submit ~he upper portion
of this form with your
tax payment.
(8)
526.555.26
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
ClO)
49,316.85
576.33
(11)
Cl2)
Cl3)
Cl4)
tf9.893.18
476.662.08
.00
476,662.08
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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 All.. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Cl5) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) 476,662.08 X 045 = 21,449.79
17. Amount of Line 14 at Sibling rate Cl7J .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate Cl8) .00 X 15 = .00
19. Principal Tax Due Cl9)= 21,449.79
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
07-11-2006 CD006950 1,052.63 20,000.00
01-05-2007 CD007646 .00 397.19
TOTAL TAX CREDIT 21,449.82
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE ~UE ._.'
.6. R~~IINn_ ~I=I= ~I=Va::DC:::C c:::rnc nc TUTc.- rnDW rnD Tut"Tnll,..TT"Uro., ,,.'"