HomeMy WebLinkAbout10-26-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NDHCEOF INHERITANCE TAX
APPRAiSEMENt, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
10-22-2007
EDGREN
05-15-2007
21 07-0516
CUMBERLAND
101
APPEAL DATE: 12-21-2007
( See reverse side under Objections)
A.ount Remitted[ I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
2n[~? 26
Pil 12: 31
(,' [
\_li._L
STEPHEN J EDGREN
399 BAKER DR
MECHANICSBURG
Orv-,:
ih~'r
U!' "
PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
-
REV-1547 EX AFP (06-05)
ELSIE
W
TO:
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 EDGREN ELSIE W FILE NO. 21 07-0516 ACN 101 DATE 10-22-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
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 ALL 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
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
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.
S.
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
NOTE:
T
TS:
M
DATE
08-07-2007
R C IP
NUMBER
CDo08515
PAYMENT MUST BE MADE BY 02-15-2008*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
) CHANGED
(ll
(2)
(3)
(4)
(5)
(6)
(7)
.00
11 ,224. DO
.00
.00
27,483.34
59,500.64
.00
(S)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
98,207.98
11 .7RIi.~?
86,422.36
.00
86,422.36
Cl9)=
.00
3,889.01
.00
.00
3,889.01
(9)
ClO)
981. 02
3,878.24
10.77
.00
10.77
10,804.60
ell)
Cl2)
Cl3)
Cl4)
Cl5)
Cl6)
Cl7)
ClS)
. DO X
86,422.36 X
. DO X
. DO X
DO
045 =
12 =
15 =
( 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.)
AMOUNT PAID
3,684.33
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE