HomeMy WebLinkAbout04-13-07
04-16-2007
HOUDESHEL
05-02-2006
21 06-0426
CUMBERLAND
101
APPEAL DATE: 06-15-2007
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2BOliOl
HARRISBURG PA 17128-01i0l
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~.'J NOTICE of I.N!-IERITANCE TAX
APPRAISEMENT, ALLOIiIANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
. Q.A!E
: I ]: ESrrATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
..ACN
In
! .)
LINDA LUNDBERG
PNC WEALTH MGMT
PO BOX 308
CAMP HILL
''-,'
PA 17001
*'
REV-1547 EX AFP {01i-05}
HELEN
L
TO:
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:is47-EX-AFP-C03:0Sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAiSEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOUDESHEL HELEN L FILE NO. 21 06-0426 ACN 101 DATE 04-16-2007
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.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
63,306.06
.00
.00
(8)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
5,030.62
(9)
(10)
2,574.41
(11)
(12)
(13)
(14)
12.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate SUbject to Tax
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
63,306.06
7.601;.03
55,701.03
.00
55,701.03
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of MJ:. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 55,701.03 X 045 = 2,506.55
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 2,506.55
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-01-2006 CD007039 85.00 1,615.00
01-24-2007 CDOO7736 .00 806.55
TOTAL TAX CREDIT 2,506.55
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
A REFUND. SEE REVERS!': SID!': OF TI-IIS FnJ:!M I'nJ:! TN"TDIlf"TTn.." ,
DUE \V(