HomeMy WebLinkAbout06-01-07
05-28-2007
SUNDAY
06-27-2006
21 06-0742
CUMBERLAND
101
APPEAL DATE: 07-27-2007
( 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 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. . ': ,"KOTI~OF INHERITANCE TAX
AfpRAISEMENt, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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....-1..."'" ""';..,j', J
F1112: !}5
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
WILLIAM L SUNDAY
39 W MAIN ST
MECHANICSBURG
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PA 17055
'*
REV-1547 EX AFP (06-05)
BETTY
F
TO:
~~!_~~~~~_!~!~-~!~~------~--_!~!~!~-~~~~!_~~!!!~~-~~!-!~~!_!~~~!~!_-~--------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SUNDAY BETTY F FILE NO. 21 06-0742 ACN 101 DATE 05-28-2007
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:
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
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 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
101.501.24
.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
(9)
ClO)
10,100.99
1.096.84
(11)
Cl2)
Cl3)
Cl4)
NOTE:
Cl5)
(16)
Cl7)
(18)
60,151. 70 X 00
30,151. 71 X 045 =
.00 X 12 =
.00 X 15 =
(19)=
o +
INTEREST/PEN PAID (-)
45.00
.00
AMOUNT PAID
DATE
09-25-2006
03-22-2007
NUMBER
CD007249
CD007934
855.00
456.83
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
sub.it the upper portion
of this form with your
tax payment.
101,501.24
11 .. 1 97 . 83
90,303.41
.00
90,303.41
.00
1,356.83
.00
.00
1,356.83
1,356.83
.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 DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)