HomeMy WebLinkAbout08-10-07
08-06-2007
KING
09-03-2006
21 06-0833
CUMBERLAND
101
APPEAL DATE: 10-05-2007
( 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 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
":A('f:I"'r:~"~ft(cj; OF INHERITANCE TAX
'~::::'.I",pp~lS'E:'H.ENY, ALLOWANCE OR DISALLOWANCE
;,;~:~~9~--QEJ?tlCT'lOf\lS AND ASSESSMENT OF TAX
;" '.~' ',._ l......
2001 AUG I 0 Ar111: I 7
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
THOMAS W SHIELDS
FULTON FINANCIAL
PO BOX 3215
LANCASTER
CLERI\ OC
ORn\ It' I'~ ""'"'\ I"T
,r t-"f-\f\i :') ,,}_-' " t'1 i
Cty,r'.. ,,-r\j~U CO.. PA
ADVSR
PA 17604
*
REV-1S~7 EX AFP (06-05)
EDNA
S
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KING EDNA S FILE NO. 21 06-0833 ACN 101 DATE 08-06-2007
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 ~ 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
C TS:
PA N
DATE
11-07-2006
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
605,863.06
.00
.00
30,648.04
.00
.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)
58,771.74
1,858.41
(11)
(12)
(13)
(14)
NOTE:
(15)
(16)
(17)
(18)
.00
.00
.00
85,000.00
X DO
X 045 =
X 12 =
X 15 =
R C
NUMBER
CDo07408
AMOUNT PAID
(+)
PAID (-)
637.50
12,112.50
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.
636,511.10
t;n.~~n 11:;
575,880.95
490,880.95
85,000.00
(19)=
.00
.00
.00
12,750.00
12,750.00
12,750.00
.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.)