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HomeMy WebLinkAbout05-29-07 BUREAU OF INDIVIDUAL TAX~S INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX "' APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX *' REV-1547 EX AFP (06-05) CHARLES E SHIEHis' 6 CLOUSER RO) i, . - ' MECHANICSBURG PA 17055 t ':~" DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-21-2007 WALL 06-05-2006 21 06-0555 CUMBERLAND 101 APPEAL DATE: 07-20-2007 ( See reverse side "nder Objections) A.ount Re.1ttedl I MAKE CHECK PAYABLE AND REMIT PAYMENT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 RAYMOND E F: .i 29 ~., \1 \: 05 TO: CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- ------------------------------------------------------------------------------------------- REV-1S47 EX AFP (03-0S) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WALL RAYMOND E FILE NO. 21 06-0555 ACN 101 DATE 05-21-2007 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. 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 Cl) (2) (3) (4) (S) (6) (7) .00 .00 .00 .00 17.137.64 25.014.69 .00 (8) NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. 42,152.33 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 5,836.38 (9) ClO) 424.94 ell) Cl2) Cl3) Cl4) ~.?;;1 .~2 35,891.01 .00 35,891.01 NOTE: If an assess.ent was 1ssued prev10uslY, 11nes 14, IS and/or 16, 17, 18 and 19 w111 reflect f1gures that 1nclude the total of ALL returns assessed to date. ASSESSMENT OF TAX: IS. Amount of Line 14 16. Amount of Line 14 17. Amount of Line 14 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due at Spousal rate taxable at Lineal/Class A rate at Sibling rate ClS) (16) Cl7) (18) .00 X 34,141.01 X .00 X 1,750.00 X 00 = 045 = 12 = 15 = Cl9)= .00 1,536.35 .00 262.50 1,798.85 + INTEREST/PEN PAID (-) .00 AMOUNT PAID 1,798.85 DATE 03-05-2007 NUMBER CD007863 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,798.85 .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 SIDE OF THIS FORM FOR INSTRUCTIONS.)