HomeMy WebLinkAbout12-21-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r'~'VY ;,,-", 1j.Q:n~OJ<--INHERITANCE TAX
:-:'~P"P'~AISEMEFl-tJ: Al.!COWANCE OR DISALLOWANCE
Off D"ED1JCT IONS-:: AND ASSESSMENT OF TAX
*'
DATE 12-17-2007
ESTATE OF SANCETTA MOLLY
DATE OF DEATH 01-19-2007
FILE NUMBER 21 07-0139
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-15-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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 SANCETTA MOLLY FILE NO. 21 07-0139 ACN 101 DATE 12-17-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
Z007 DEe 2 I
PI1 I: 04
SEAN M SHULTZ ESQ
KNIGHT & ASSOCS
11 ROADWAY DR STE B
CARLISLE PA
Or,,,,, 'I
In'-"- ,
. , -"
Cl."
17015
REV-1547 EX AFP (06-05)
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
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
1l.
12.
13.
14.
Total Deductions
Net Value of Tax Return
.00
.00
.00
.00
31,723.84
53,608.89
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
85,332.73
(9)
ClO)
10,154.61
793.02
(11)
Cl2)
Cl3)
Cl4)
10.947 1>3
74,385.10
.00
74,385.10
NOTE: If an assessment 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
TAX CREDITS:
PAYMENT
DATE
04-17-2007
RECEIPT
NUMBER
CD008043
DISCOUNT (+)
INTEREST/PEN PAID (-)
167.37
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
Cl5) .00 X DO .00
Cl6) 74,385.10 X 045 = 3,347.33
Cl7) .00 X 12 = .00
Cl8) .00 X 15 = .00
Cl9)= 3,347.33
AMOUNT PAID
3,300.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
3,467.37
120.04CR
.00
120.04CR
( 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.)