HomeMy WebLinkAbout09-17-07
09-11-2007
SHERIFF
10-18-2006
21 06-0956
CUMBERLAND
101
APPEAL DATE: 11-10-2007
( See reverse side under Objections)
AIDount 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
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~,1t0'l"'I.,*~, 11'1iji:RlTAN!:E TAX
APPRAISEMENT~, 'ALL'oW'illlCE olr DISALLOWANCE
OF DED~~TION~S,AND ;A~SESSMENT OF TAX
JAN M WILEY
WILEY ETAL
130 W CHURCH
DILLSBURG
Z007 SEP I 7 AM~~~~ OF
DATE OF DEATH
('Lr-c' t -\~
'-.) t:;r\ Cr FILE NUMBER
ORPI.JM,"c: r'(lllDT
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ST
PA 17019
*'
REV-1547 EX AFP (06-05)
WILBUR
TO:
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 SHERIFF WILBUR FILE NO. 21 06-0956 ACN 101 DATE 09-11-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
SEE ATTACHED NOTICE
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
(l)
(2)
(3)
(4)
(5)
(6)
(7)
96,506.76
.00
.00
.00
218,294.82
.00
.00
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)
(10)
33,629.63
2.575.51
(1l)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
314,801.58
~&.2nli.14
278,596.44
.00
278,596.44
NOTE: If an assesslDent was issued previouslY, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !bb. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 278,596.44 X 045 = 12,536.84
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 12,536.84
TAY S.
PAY"ENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-10-2007 CD007684 562.50 10,687.50
06-21-2007 CD008325 .00 1,286.84
TOTAL TAX CREDIT 12,536.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
l"
( 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.)
-
REV.1470 EX, (5.$8)
-
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
Sheriff Wilbur
ACN
2106-0956
101
REVIEWED BY
Destiny S.R.Brown
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
ROW
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