HomeMy WebLinkAbout09-17-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,~_~.Np:rl-C€ OF INHERITANCE TAX
-rJ'"~PI'~AI:siHENT, ALLOWANCE OR DISALLOWANCE
'.OF:DEDUCTIONS AND ASSESSMENT OF TAX
DATE 09-11-2007
ESTATE OF MUNDIS EVEL YN G
DATE OF DEATH 12-17-2005
FILE NUMBER 21 06-0037
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-10-2007
( See reverse side under Objections)
A.ount Remittedl 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 +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MUNDIS EVELYN G FILE NO. 21 06-0037 ACN 101 DATE 09-11-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
20111 SEP \ 1 All, \I: 21
EVELYN G WILSON
4 W LOCUST ST
ENOLA
"'\ E~:W (iF
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OPOI~,i....\I-, '-''.1''', \
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PA 17025
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
4,000.00
8,936.41
.00
.00
69,335.28
.00
.00
(8)
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 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
C
A
DATE
03-09-2006
07-02-2007
NOTE:
R
NUMBER
CD006420
CD008362
D 0
INTEREST/PEN
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
ClO)
Cl5)
Cl6)
Cl7)
Cl8)
+)
PAID (-)
147.37
9.73-
5,009.55
8.173.68
.00
69,088.46
.00
.00
X DO
X 045 =
X 12 =
X 15 =
AMOUNT PAID
2,800.00
308.98
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
*'
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.
82,271.69
Cl1)
Cl2)
Cl3)
Cl4)
l~.lR~.?~
69,088.46
.00
69,088.46
Cl9)=
.00
3,108.98
.00
.00
3,108.98
3,246.62
137.64CR
.00
137.64CR
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)