HomeMy WebLinkAbout10-19-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
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1 W HIGH ST STE 205 ( See reverse side under Objections)
CARLISLE PA 17013 Allount Re.1tted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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REV-1S47 EX AFP e03-0S) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KAPLAN WENDY K FILE NO. 21 06-0780 ACN 101 DATE 10-16-2007
TAX RETURN WAS: ( X) ACCEPTED AS F I LED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
l. Real Estate (Schedule A) (1) 121,866.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account.
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 800.26
6. Jointly Owned Property (Schedule F) (6) 264.77
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 122,931.03
APPROVED DEDUCTIONS AND EXEMPTIONS: 11,528.26
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule 1) ClO) 78.570.92
11. Total Deductions Cl1> 9n.n99 18
12. Net Value of Tax Return Cl2) 32,831.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cl3) .00
14. Net Value of Estate SUbject to Tax Cl4) 32,831.85
NOTE: If an assess.ent was issued previously, lines 14, 1S and/or 16, 17, 18 and 19 will
reflect figures that include the total of All. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Cl5) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 32,831.85 X 045 = 1,477.43
17. Amount of Line 14 at Sibling rate Cl7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate Cl8) .00 X 15 = .00
19. Principal Tax Due Cl9)= 1,477.43
TAY CD~DITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-22-2006 CD007477 68.42 1,300.00
07-27-2007 CD008460 .00 109.01
10-09-2007 SBADJUST .00 1.50
TOTAL TAX CREDIT 1,477.43
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
('I I'
WILLIAM S DANIEL~~
HUMER & DANIELS
ii'"
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10 -16-2007
KAPLAN WENDY
08-25-2006
21 06-0780
CUMBERLAND
101
DATE: 12-15-2007
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