HomeMy WebLinkAbout03-14-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,i "', itD!-IGE-OF.;lNHERITANCE TAX
APP-RAIs.EME.Hl,~ .AL.L'O\llAHCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
03-05-2007
OLEWILER
03-11-2006
21 06-1083
CUMBERLAND
101
APPEAL DATE: 05-04-2007
( See reverse side under Objections)
A.ount Reaittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
n. .,qATE
U' '-~STATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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t\l':fi
SUSAN E LEDERER
S E LEDERER LAW OFCS
4811 JONESTOWN RD 226
HBG PA 17109
*'
REV-1547 EX AFP (06-05)
JANE
B
TO:
~~!_~~~~~_!~!~-~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~~-!~~!_!~~~~~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OLEWILER JANE B FILE NO. 21 06-1083 ACN 101 DATE 03-05-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) 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
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1) .00
(2) .00
(3) .00
(4) .00
E) (5) 28.431.08
(6) .00
(7) 519,078.86
(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
(9)
(10)
14,935.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
547,509.94
';S;.848.r;g
481,661.35
453,387.28
28,274.07
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 Abb 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
(+)
PAID (-)
DATE
C
NUMBER
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
50.913.59
(11)
(12)
(13)
(14)
(15) 28,274.07 X 00 = .00
(16) .00 X 045 = .00
(17) .00 X 12 = .00
(18) .00 X 15 = .00
(19)= .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.) ~