HomeMy WebLinkAbout08-20-07
08-13-2007
WOLF
01-19-2007
21 07-0087
CUMBERLAND
101
APPEAL DATE: 10-12-2007
( 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
DEPARTMENT OF REVENUE
:-':'~"~I'-'-r, /,y-,'i\.NllTICE OF INHERITANCE TAX
, - \, ',' ,: A~p~KI~E.KENT, ALLOWANCE OR DISALLOWANCE
"OF" DEDUCTIONS AND ASSESSMENT OF TAX
"OU", Jl r /,'" r, 0
L HUl) ~I PI112: 08
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID J LENOX
WILEY GROUP
130 W CHURCH
DILLSBURG
f"l C'"'K' ~.-
0.1_"";, Ul-
On""., "
:-"'-",~-Jtl",,;,,: ("'I (.'r'l ''"'T
I It ' ~ '.' '" .... I d ~
CUI r ' 'j U\.)l :ill
i'-.;;_ ,~\ '~,
ST
PA 17019
*'
REV-1547 EX AFP (06-05)
GLENN
E
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS of--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOLF GLENN E FILE NO. 21 07-0087 ACN 101 DATE 08-13-2007
If an assessment 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
lS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
ITS:
A NT
DATE
06-08-2007
<lS) .00 X DO .00
<l6) 11,133.46 X 045 = 501. 01
<l7) .00 X 12 = .00
<lS) 161,377.68 X 15 = 24,206.65
<l9)= 24,707.66
AMOUNT PAID
24,707.66
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)
S. Total Assets
{D
(2)
(3)
(4)
(S)
(6)
(7)
172,366.78
4.193.48
.00
.00
9.621.16
11,133.46
.00
(S)
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)
<l0)
24,155.67
648.07
(ll )
<l2)
<l3)
<l4)
NOTE:
A
(+)
PAID (-)
.00
C
NUMBER
CD008277
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
197,314.88
?4.RD~.74
172,511.14
.00
172,511.14
24,707.66
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( 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.)