HomeMy WebLinkAbout12-21-07
12-17-2007
SaCKMAN
11-18-2006
21 06-1039
CUMBERLAND
101
APPEAL DATE: 02-15-2008
( See reverse side under Objections)
Amount 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 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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"'OF PEDUCTIONS ~ND ASSESSMENT OF TAX
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ESTATE OF
DATE OF DEATH
FILE NUMBER
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MURREL R WALTERS III C~
54 E MAIN ST
MECHANICSBURG PA 17055
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REV-1547 EX AFP (06-05)
THELMA
L
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 SaCKMAN THELMA L FILE NO. 21 06-1039 ACN 101 DATE 12-17-2007
TAX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
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
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
(9)
ClO)
13.
14.
155,463.52
30,801.78
.00
.00
490,827.10
.00
.00
(8)
14,339.68
4.346.57
(11)
Cl2)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
If an assessment 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
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
pAYMENT
DATE
02-01-2007
10-04-2007
NOTE:
Cl5)
Cl6)
Cl7)
RECEIPT
NUMBER
CDoo7763
CDo08778
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,210.53
55.76-
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
658,406.15
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
AMOUNT PAID
23,000.00
5,478.18
Cl3)
Cl4)
Cl9)=
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
677,092.40
18.686.?1i
658,406.15
.00
658,406.15
.00
29,628.28
.00
.00
29,628.28