HomeMy WebLinkAbout12-21-07
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-,-~,r--- ~-, r---,I<<)'I"I'{:E OF INHERITANCE TAX
;;.r:: ,i- :Ai>P~~IS;iiHEN:i, ALLOWANCE OR DISALLOWANCE
"- UF" MbllCTIONS AND ASSESSMENT OF TAX
12-17-2007
LONG
07-15-2007
21 07-0728
CUMBERLAND
101
APPEAL DATE: 02-15-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
zonl DEe 2 1
Pl" 1..05
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CL~D\{\
ORP~:'~'
EARL RICHARD ETZWEI~~'--
ETZWEILER & ASSOCS
105 N FRONT ST
HBG PA 17101
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*
REV-1547 EX AFP (06-05)
LAURA
E
TO:
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 LONG LAURA E FILE NO. 21 07-0728 ACN 101 DATE 12-17-2007
T AX 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. 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
19,516.51
.00
.00
(9)
(10)
7,753.28
1,944.00
(11)
(12)
(13)
(14)
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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:
PAYMENT
DATE
09-20-2007
NOTE:
RECEIPT
NUMBER
CD008724
DISCOUNT (+)
INTEREST/PEN PAID (-)
22.09
(15)
(16)
(17)
(18)
.00 X
9,819.23 X
.00 X
.00 X
(8)
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
19,516.51
9.t.97.28
9,819.23
.00
9,819.23
.00
441.87
.00
.00
441.87
441. 87
.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. (' I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
AMOUNT PAID
419.78
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE