HomeMy WebLinkAbout08-28-07
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 28011I01
HARRISBURG PA 17128-011I01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
'APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
df DEDUCTIONS AND ASSESSMENT OF TAX
DATE 08-27-2007
ESTATE OF WILSON CHARLES A
DATE OF DEATH 08-04-2006
FILE NUMBER 21 06-0722
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-26-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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 WILSON CHARLES A FILE NO. 21 06-0722 ACN 101 DATE 08-27-2007
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KEITH D WAGNEtRL,,,
BRINSER ETAL
6 E MAIN ST
PALMYRA PA 17078
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REV-1547 EX AFP (011I-05)
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. 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
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
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 ALL 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 Line 14 taxable at Collateral/Class B rate
19. Tax Due
C
M
DATE
04-30-2007
06-13-2007
NOTE:
C
NUMBER
CD008101
CD008289
(1)
(2)
(3)
(4)
(5)
(6)
(7)
147,000.00
1.453.59
.00
.00
64.150.31
.00
46,169.26
(8)
(9)
(10)
16,255.84
2.503.09
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
. DO X
215,014.23 X
. DO X
25,000.00 X
S +
INTEREST/PEN PAID (-)
.00
.00
12,000.00
794.06
TOTAL TAX CREDIT 12,794.06
THE BALANCE OF TAX DUE 631.58
INTEREST AND PEN. 24.94
TOTAL DUE 656.52
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. i".
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE/)
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
INTEREST IS CHARGED THROUGH 09-11-2007
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
258,773.16
18.71=;8.93
240,014.23
.00
240,014.23
DO =
045 =
12 =
15 =
.00
9,675.64
.00
3,750.00
13,425.64
(19)=