HomeMy WebLinkAbout09-17-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.. ,-- d'l9Ht;EOF INHERITANCE TAX
.APPRAISEIiENT, ALLOWANCE OR DISALLOWANCE
OF'~DEDUtTIONS AND ASSESSMENT OF TAX
DATE 09-11-2007
ESTATE OF WALLACE KENNETH E
DATE OF DEATH 07-28-2005
FILE NUMBER 21 05- 0885
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-10-2007
( See re1Jerse 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 WALLACE KENNETH E FILE NO. 21 05-0885 ACN 101 DATE 09-11-2007
.
BWREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
zaG? SEP I 7 fit! II: 25
ROBERT R BLACK
LANDIS & BLACK
36 S HANOVER ST
CARLISLE
0! b"O;/ r1::
\...iL_l ~,,', \....'
ORP\-',f~;'C (',01 \r~T
~l_ II ":! \, ",) '...-! >'~ I ~ I"
CU~" ," - " , :'-~'t\
PA 17013
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) 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.
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.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(1)
(2)
(3)
(4)
(5)
(6)
(7)
149,000.00
.00
.00
.00
58,433.09
.00
.00
(8)
(9)
ClO)
35,037.01
157,434.68
(11)
Cl2)
Cl3)
Cl4)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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 Abh 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
TAX ~IU,-UJ. 1:S:
PAYMENT
DATE
06-18-2007
NOTE:
RECEIPT
NUMBER
WRITEOFF
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
INTEREST IS CHARGED THROUGH 09-26-2007
AT THE RATES APPLICABLE AS OUTLINED ON
REVERSE SIDE OF THIS FORM
Cl5)
Cl6)
Cl7)
(18)
.00 X
14,961.40 X
.00 X
.00 X
*'
REV-1547 EX AFP (06-05)
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
207,433.09
19?471.&9
14.961.40
.00
14.961.40
DO =
045 =
12 =
15 =
.00
673.26
.00
.00
673.26
AMOUNT PAID
56.84
Cl9)=
TOTAL TAX CREDIT .00
THE BALANCE OF TAX DUE 673.26
INTEREST AND PEN. 14.75
TOTAL DUE 688.01
( IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED. ~j
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1470 EX (6-88)"
.
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
Kenneth W. Wallace
FILE NUMBER
Sheila Megonnell
ACN
2105-0885
101
REVIEWED BY
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
E 13
Interest is effective 06/19/2007.
E 13
Interest is abated in the amount of $56.84 from the delinquent date 04/28/2006 to
06/18/2007, the date of receipt of the proceeds of litigation.
ROW
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