HomeMy WebLinkAbout06-11-07
06-05-2007
WILLIAMS
01-06-2007
21 07-0170
CUMBERLAND
101
APPEAL DATE: 08-04-2007
( See reverse side under Objections)
A.ount Re.lttedl 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 2804101
HARRISBURG PA 1712B-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
.\1
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
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IVO V OTTO I I I:,u~r' I ,
MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE PA 17013
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REV-1547 EX AFP <06-05)
THOMAS
TO:
CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILLIAMS THOMAS FILE NO. 21 07-0170 ACN 101 DATE 06-05-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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:
IS. 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
RESERVATION CONCERNING FUTURE INTEREST - SEE R~VERSE
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
.00
187.495.30
.00
.00
Cl)
(2)
(3)
(4)
(S)
(6)
(7)
14.542.23
.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/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
20,473.27
4.300.72
NOTE:
ClS)
(16)
Cl7)
(18)
.00 X
.00 X
177,263.54 X
.00 X
+
INTEREST/PEN PAID (-)
1,063.58
AMOUNT PAID
20,208.04
DATE
03-29-2007
NUMBER
CD007955
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit. to your account,
submit the upper portion
of this form with your
tax payment.
202,037.53
(11)
Cl2)
(13)
Cl4)
?t&.77r..99
177,263.54
.00
177,263.54
00 ..
045..
12 ..
15 ..
.00
.00
21,271.62
.00
21,271.62
Cl9)-
21,271.62
.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. Gb
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.