HomeMy WebLinkAbout04-09-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
c" ;'( h'T"..O'U:CE OF INHERITANCE TAX
APPRA1SEMEttlt.' ALLOWANCE DR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*
DATE 04-09-2007
ESTATE OF GIFFORD WAYLAND R
DATE OF DEATH 08-09-2006
FILE NUMBER 21 06-0775
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-08-2007
( See reverse side "nder Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~~!_~~~~------~--_!!!~!~-~~~!!_~~!!!~~-~~!-!~~!_!!~~!~!_-~--------------------
REV-1547 EX AFP {03-05l NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GIFFORD WAYLAND R FILE NO. 21 06-0775 ACN 101 DATE 04-09-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 210&01
HARRISIURG PA 17128-0601
2007 APR -9 Mi II: 50
HOWELL C METTE
METTE ETAL
PO BOX 5950
HBG
CLEQr< ()F
OR'"'l.J;" I'''' "r''' lOT
J"'! 1/";:\] .:) !,.~.. <) L ~ I i
ESQ CtJ';"- 'r " P,\
PA 17110
REV-1547 EX AFP (06-05)
TAX 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/Pa~tne~ship Int.~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
a. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Ad.. 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/60ve~n.ental Bequests; Non-elected 9113 T~usts (Schedule J)
14. 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 ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal ~ate (15)
16. A.ount of Line 14 taxable at Lineal/Class A ~ate (16)
17. Amount of Line 14 at Sibling ~ate (17)
la. Amount of Line 14 taxable at Collate~al/Class B ~ate (la)
19. P~incipal Tax Due
NUMBER
+
INTEREST/PEN PAID (-)
DATE
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
Cl)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
NOTE: To insu~e p~ope~
c~edit to you~ account.
sub.it the uppe~ po~tion
of this fo~. with you~
tax pay.ent.
5.262.81
.00
.00
(a)
5,262.81
(9)
ClO)
2,248.15
62.849.33
(11)
Cl2)
(13)
Cl4)
~1i.n97.6A
59,834.67-
.00
59,834.67-
.00 x 00 . .00
.00 x 045. .00
.00 x 12 . .00
.00 x 15 . .00
Cl9). .00
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
( 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.)