HomeMy WebLinkAbout11-09-07
11-05-2007
MATTERN
12-16-2006
21 06-1146
CUMBERLAND
101
APPEAL DATE: 01-04-2008
( 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
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DE~~!ln'ENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENTl ALLOWANCE OR DISALLOWANCE
OF-DEDUCTIONS AND ASSESSMENT OF TAX
C 'I',." 23
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
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DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
PA 17070
'*'
REV-1547 EX AFP (06-05)
BEATRICE
R
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1S47 EX AFP (03-0S) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MATTERN BEATRICE R FILE NO. 21 06-1146 ACN 101 DATE 11-05-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
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)
150,000.00
.00
.00
.00
95.680.89
.00
.00
(8)
30,473.02
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)
647.34
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
245,680.89
(11)
(12)
(13)
(14)
~1.1?nA~1I
214,560.53
20,000.00
194,560.53
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X DO .00
16. Allount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
lB. Amount of Line 14 taxable at Collateral/Class B rate (18) 194,560.53 X 15 = 29,184.08
19. Principal Tax Due (19)= 29,184.08
TAX CKII!:U rs:
t'AYl'ltol'l R~' c+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-12-2007 CD007885 1,368.42 26,000.00
08-13-2007 CD008538 .00 1,815.66
TOTAL TAX CREDIT 29,184.08
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 .
II IF PAID AFTER DATE INDICATED. SEE REVERSE ( IF TOTAL DUE IS LESS THAN U. NO PAYMENT IS REQUIRED. L:JJ
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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