HomeMy WebLinkAbout12-21-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,',--,,,r-,-,C,'T r'-i"'~Ci:-OF INHERITANCE TAX
;i=(1 /i.(f>l'~4hSI!ENL ALLOWANCE OR DISALLOWANCE
"I,T OF,"'OED(jqr.ONS ,AND ASSESSHENT OF TAX
KASUN
12-20-2006
21 06-1164
CUMBERLAND
101
APPEAL DATE: 02-15-2008
( See reverse side under Objections)
A.ount Remittedl 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 1712B-0601
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PM I: 04
DATE
12-17-2007
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BARBARA SUMPLE SULql~-N
549 BRIDGE STREET
NEW CUMBERLAND PA 17070
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
IPT
" il
::Jt,
.' \
REV-1547 EX AFP (06-05)
JEAN
M
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 KASUN JEAN M FILE NO. 21 06-1164 ACN 101 DATE 12-17-2007
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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. Hortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10.
11.
12.
13.
14.
Debts/Hortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
( ) CHANGED
Cl}
(2)
(3)
(4)
(S)
(6)
(7)
183,908.00
287,216.12
.00
.00
170,175.46
.00
34,588.00
(8)
(9)
ClO}
29,306.04
13,010.56
(ll)
Cl2}
Cl3}
Cl4}
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
19. Principal Tax Due
TAX CREDITS:
PAYHENT
DATE
03-06-2007
09-20-2007
NOTE:
RECEIPT
NUHBER
CD007870
CD008718
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,000.00
.00
ClS}
Cl6}
Cl7}
Cl8}
.00 X
633,570.98 X
.00 X
.00 X
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
675,887.58
4?~lti.tin
633.570.98
.00
633,570.98
00 =
045 =
12 =
15 =
.00
28.510.69
.00
.00
28,510.69
AHOUNT PAID
19,000.00
8.510.72
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
Cl9}=
28,510.72
.03CR
.00
.03CR
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
\
( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DU~ V
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)