HomeMy WebLinkAbout12-05-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 11128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
""'--(\'-'-''-',-'', r'1'ItIT'l'CE"0f" INHERITANCE TAX
:<:'"\,, A~p~!SeH~T ;.JALLOWANCE OR DISALLOWANCE
'OF' pliDUCTt(iNS AND ASSESSMENT OF TAX
*
DATE 11-26-2007
ESTATE OF WOL TZ MARY E
DATE OF DEATH 03-04-2007
FILE NUMBER 21 07-0295
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-25-2008
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~Y!_~~~~~_!~!~-~!~~------~---~~!~!~-~~~~~-~~~!!~~-~~~-!~~~_~~~~~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOLTZ MARY E FILE NO. 21 07-0295 ACN 101 DATE 11-26-2007
2007 GEe -.5 Pf112: 33
REV-1541 EX AFP (06-05)
H ANTHONY ADAMS
STE 3
49 W ORANGE ST
SHIPPENSBURG
CLER'< CF
O.,~,..,. ,,'. '''-, '-""', ' ''''-I
t1t..rh/'~i"';' ~...': -::,_1)1
0',",,'
,r -'
PA 17257
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. 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
(l)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
10,140.09
.00
.00
(8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
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
10,140.09
(9)
CIO)
1,621.00
39,034.44
NOTE: If an assessllent was issued preViously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ail. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at SPousal rate CIS) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate CI 7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate CI8) .00 X 15 = .00
19. Principal Tax Due CI9)= .00
TAX CREDITS:
PAYM NT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
(ll )
CI2)
CI3)
CI4)
40.61i1i.44
30,515.35-
.00
30,515.35-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( 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.)