HomeMy WebLinkAbout04-09-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,,(,'n,-ItOnCE~flNHERITANCE TAX
APPRA!S~lith!rAU.OWANCE OR DISALLOWANCE
OF'DJ:DlI~"IOtl$ AND ASSESSMENT OF TAX
'*
04-09-2007
WATSON
10-06-2006
21 06-0913
CUMBERLAND
101
APPEAL DATE: 06-08-2007
( See reverse side UlIder Objectiolls)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
'1('I.'G7r.'."'[) 9 '11'11 o DATE
I I' '. "'. - ( ,. ,
L , ;: 1\ .~ 1 ,5 ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO lOX 280601
HARRISBURG PA 17128-0601
DALE F SHUGHART JR ESQ
10 W HIGH ST
CARLISLE
CLEH!< OF
Or'~" j ,. \ I'" ~"", ''''T
r; t r- il\; 'I: ,~) t.ilJ 1_. :--; I
.CI" "-""1
......1" i
PA 17013
REV-1547 EX AFP (06-05)
EDYTHE
R
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS of-
--------------------------------------------_.'._-------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIO"S AND ASSESSMENT OF TAX
ESTATE OF WATSON EDYTHE R FILE NO. 21 06-0913 ACN 101 DATE 04-09-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. Costs/Mlsc. Expenses (Schedule H)
10. Debts/Mortgage Llabl1ltles/Llens (Schedule I)
11. Total Deductlons
12. Net Value of Tax Return
13. Charltable/Govern.ental Bequestsl Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
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/Partnershlp Interest (Schedule C)
4. Mortgages/Notes Recelvable (Schedule D)
5. Cash/Bank Deposlts/Mlsc. Personal Property (Schedule E)
6. Jolntly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
If an assess.ent was issued preViously, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. A.ount of Llne 14 at Spousal rate
16. A.ount of Llne 14 taxable at Llneal/Class A rate
17. A.ount of Llne 14 at Slbllng rate
18. A.ount of Llne 14 taxable at Collateral/Class B rate
19. Prlnclpal Tax Due
NOTE:
+
INTEREST/PEN PAID (-)
.00
DATE
01-25-2007
NUMBER
CD007744
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
NOTE: To lnsure proper
credlt to your account,
sub.lt the upper portlon
of thls form wlth your
tax pay.ent.
.00
.00
.00
16.055.32
12,285.03
.00
(8)
28,340.35
(9)
ClO)
4,606.55
7.796.35
(11)
Cl2)
Cl3)
Cl4)
12.607 90
15,937.45
.00
15,937.45
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to date.
Cl5)
(16)
Cl7)
(18)
.00 X 00 =
.00 X 045.
9,460.45 X 12 =
6,477.10 X 15 .
(19)=
.00
.00
1,135.25
971.57
2,106.82
AMOUNT PAID
2,106.82
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2,106.82
.00
.00
.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 DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)