HomeMy WebLinkAbout11-02-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~oTtctt-ofINHERITANCE TAX
-'APPRAISEI'IENTJ Al;lOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
H'; !: 06 DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-29-2007
MUHLEMAN
02-23-2007
21 07-0240
CUMBERLAND
101
APPEAL DATE: 12-28-2007
( See reverse side under Objections)
A.ount 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 2B0601
HARRISBURG PA 11128-0601
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CYNTHIA F KESSLER
6311 STANFORD CT
MECHANICS BURG
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PA 17050
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REV-1541 EX AFP <06-05)
MARGARETT M
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 MUHLEMAN MARGARETT M FILE NO. 21 07-0240 ACN 101 DATE 10-29-2007
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
) CHANGED
.00
10.142.00
.00
.00
74.536.00
8.616.00
.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
(9)
ClO)
11,697.00
13.705.00
(11)
Cl2)
Cl3)
Cl4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
93,294.00
?1i.t&02.0n
67,892.00
.00
67,892.00
NOTE: 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. Principal Tax Due
Cl5) .00 X 00 .00
Cl6) 67,892.00 X 045 = 3,055.14
Cl7) .00 X 12 = .00
Cl8) .00 X 15 = .00
Cl9)= 3,055.14
AMOUNT PAID
2,250.00
S +
INTEREST/PEN PAID (-)
118.42
DATE
05-15-2007
NUMBER
CD008171
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
PAYMENT MUST BE MADE BY 11-23-2007*.
2,368.42
686.72
.00
686.72
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. q
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) J