HomeMy WebLinkAbout04-09-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
..... =r' i....!1-0n-CE.OF INHERITANCE TAX
~fopiAl'SEM~N~T~ALLOWANCE OR DISALLOWANCE
tlFDEDUCTIO,NS AND ASSESSMENT OF TAX
04-02-2007
WAGNER
10-14-2006
21 06-0937
CUMBERLAND
101
APPEAL DATE: 06-01-2007
( See reverse side Ill1der Objectiolls)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUHBERLAND 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
CHARLOTTE H FILE NO. 21 06-0937 ACN 101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 210601
HARRISIURG PA 17128-0'01
2D01 APR - 9 Alil1: l~ 9
IVO V OTTO II I
MARTSON ETAL
10 E HIGH ST
CARLISLE
('/ ER. '/ '"
_.....M - ,t\ l) r
ORPHM,!'~ 0,'\: JOT
CU['i'~: :-:,:" "'_',':~h.A I ': I
PA 17013
ESTATE OF
WAGNER
'*
REV-1547 EX AFP (0'-05)
CHARLOTTE H
TAX RETURN WAS: (X) ACCEPTED AS F I LED
DATE 04-02-2007
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bpnds (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
59.498.32
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
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
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
NOTE:
+
INTEREST/PEN PAID (-)
101.47
DATE
01-08-2007
NUMBER
CD007659
(9)
(10)
13,775.35
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
59,498.32
16.~QQ*8~
45,098.46
.00
45,098.46
00 .
045 =
12 .
15 =
.00
2,029.43
.00
.00
2,029.43
'24.51
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
.00 X
45,098.46 X
.00 X
.00 X
(19).
2,029.43
.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 DUE
A REFUND. SEE REVERSE SID~ OF THIS FORM FOR INSTRUCTIONS.)
AMOUNT PAID
1,927.96
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE