HomeMy WebLinkAbout08-03-07
07-30-2007
CLARK
09-04-2006
21 06-0823
CUMBERLAND
101
APPEAL DATE: 09-28-2007
( 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
HARRIS8URG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
Fc:(:~p;-::n (gi('F i~~PARTMENT OF REVENUE
.: " .' - \,., .~- ':1tOTICE OF INHERITANCE TAX
r" -. , ":' ""
, i,~~~~t~MENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
2007 AUG - 3
PI'; 4: 2 J
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
OnpLj ^ r<'S" (' 'l['R T
ri f',P"" vlj _ "\
Cl~ ~,.r :~' ~ ~! .', .:' : :.' ~) h
.. . : 1'\
DEBRA K WALLET
D K WALLET LAW
24 N 32ND ST
CAMP HILL
OFCS
PA 17011
*'
REV-1547 EX AFP (06-05)
HELEN
F
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 CLARK HELEN F FILE NO. 21 06-0823 ACN 101 DATE 07-30-2007
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 !bh 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
TS:
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.
3.
4.
5.
6.
7.
8.
(l)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
104.175.89
7,629.36
111.614.41
(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:
6,404.02
46.95
(ll)
Cl2}
Cl3}
Cl4}
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
ClO}
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
Cl5}
Cl6}
Cl7}
Cl8}
.00
216,968.69
.00
.00
X 00
X 045 =
X 12 =
X 15 =
Cl9}=
A
DATE
12-04-2006
05-29-2007
C I
NUMBER
CD007535
CD008223
+
PAID (-)
236.84
.00
AMOUNT PAID
4,500.00
5,026.75
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,
submit the upper portion
of this form with your
tax payment.
223,419.66
6..41;0 97
216,968.69
.00
216,968.69
.00
9,763.59
.00
.00
9,763.59
9,763.59
.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.)