HomeMy WebLinkAbout09-17-07
DATE 09-11-2007
ESTATE OF FORNWALD LILLIAN H
DATE OF DEATH 03-31-2007
FILE NUMBER 21 07-0329
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-10-2007
( See reverse 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 FORNWALD LILLIAN H FILE NO. 21 07-0329 ACN 101 DATE 09-11-2007
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
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Tax Due
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
_ _.APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
- - - "'OF-DEDUCTIONS AND ASSESSMENT OF TAX
zaOl SEP I 7 M111: 29
PAUL FORNWALD
6095 6TH ST
SURF CITY
01 Er,','-'
vL. i'\
Or-'~l ',. t II~~' r"' -
ilrr~.,Li!\: '~ ~ '(~! lOT
(""; r', -. . .... _ \.../Ull'! ,
v~_" ~~
NC 28445
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.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
10 ,621 . 17
.00
376,393.25
(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. 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)
ClO)
1,936.00
2,838.47
Cl1)
Cl2)
Cl3)
Cl4)
NOTE:
Cl5)
Cl6)
Cl7)
(18)
.00
382,239.95
.00
.00
X 00
X 045 =
X 12 =
X 15 =
T
DATE
06-29-2007
R I
NUMBER
CD008369
+
PAID (-)
860.04
AMOUNT PAID
16,340.76
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
*'
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.
387,014.42
6.776.67
382,239.95
.00
382,239.95
Cl9)=
.00
17,200.80
.00
.00
17,200.80
17,200.80
.00
.00
.00
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. %
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)