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HomeMy WebLinkAbout08-31-07 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 ,"[":i'''',r .,,' \N9,~~~E, OF INHERITANCE TAX ., ,,\APPR.AI~~~~'i4t(,',:ALLOWANCE OR DISALLOWANCE ''', OF..DEDUC1;i~NS,AND ASSESSMENT OF TAX DATE 09-03-2007 ESTATE OF HANDSHEW MILDRED V DATE OF DEATH 10-18-2006 FILE NUMBER 21 06-0992 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 11-02-2007 ( See reverse side under Objections) A.ount Re.itted\ \ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~~!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~-~~~~~~!_-~-------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HANDSHEW MILDRED V FILE NO. 21 06-0992 ACN 101 DATE 09-03-2007 Z007 AUG 31 Pr1 3: 58 JERRY A WEIGLE ESQ WEIGLE & ASSOCS 126 EKING ST SHIPPENSBURG CLERI< OF ORPHArr'~ ('0' 'R' T CLJ! Ii:,", "'~vI",1 I " , ' , ,:.)/!, PA 17257 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 (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 480 ,871.22 .00 .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 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 lS. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due X D S: N DATE 01-11-2007 06-27-2007 NOTE: R CE NUMBER CD007683 CD008347 PAID (-) 947.37 .00 41,859.90 (9) ClO} 806.38 Cl1} Cl2} Cl3} Cl4} Cl5} Cl6} Cl7} ClS} 945. DO X 435,259.94 X . DO X . DO X '* REV-1547 EX AFP (06-05) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 480,871.22 47.(;"".78 438,204.94 2,000.00 436,204.94 DO 045 = 12 = 15 = .00 19,586.70 .00 .00 19,586.70 AMOUNT PAID 18,000.00 639.33 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE Cl9}= 19,586.70 .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.)