HomeMy WebLinkAbout07-13-07
07-09-2007
WANNER
11-25-2006
21 06-1114
CUMBERLAND
101
APPEAL DATE: 09-07-2007
( See reverse side under Objections)
A.ount Re.ittedl 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
,_, I'IOT,lCE OF INHERITANCE TAX
PF('(~'pnE0~..i@~.MI;IlT, ALLOWANCE OR DISALLOWANCE
:':~:::ICTC iOf ~li'p~c:TIONS AND ASSESSMENT OF TAX
(~HJJk.: II lv', j 'i k
2001 JUL \ 3 PM \:....
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MICHAEL B DEVLIN
BOYER & RITTER
PO BOX 668
CARLISLE
CLERK OF
ORPl-lAN'S COURT
.,....-,-." ('0 P,'
CUI'r~' " i I ." ,(\
PA 17013
'*
REV-1547 EX AFP (06-05)
RICHARD
H
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 WANNER RICHARD H FILE NO. 21 06-1114 ACN 101 DATE 07-09-2007
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.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
12,661.00
.00
463,781.00
(8)
Stocks and Bonds (Schedule B)
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
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)
9,125.00
9,678.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
476,442.00
(11)
(12)
(13)
(14)
18.803.00
457,639.00
.00
457,639.00
NOTE: If an assessllent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ab.b. 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) 457,638.00 X 045 = 20,594.00
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)= 20,594.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-22-2007 CD007833 1,026.32 19,500.00
05-01-2007 CD008100 .00 68.00
TOTAL TAX CREDIT 20,594.32
BALANCE OF TAX DUE .32CR
INTEREST AND PEN. .00
TOTAL DUE .32C~
II IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. _~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS",~~~~~C~~~",A~",AT:~~E~:~~ 5~~);..~~~..~~~_~~ ~UE
A DC'CIIMn C::C'C' D