HomeMy WebLinkAbout01-04-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
""'-::y:~"-,r'N'pffi::Er"Pf' :(NHERITANCE TAX
jJ:;J:!,RA:fSEM~NT,',';A~L;;oWANCE OR DISALLOWANCE
,',':':lgF O~DU!qIONS 'AND ASSESSMENT OF TAX
Pill2: 34DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-24-2007
WILSON
03-05-2007
21 07-0303
CUMBERLAND
101
APPEAL DATE: 02-22-2008
( 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
2008 .JM1 -4
(~~E~;t( C::F
Ci';r'l f
)-~~-
. ,I'
EDMUND G MYERS
JOHNSON DUFFIE
301 MARKET ST
LEMOYNE
PA 17043
*'
REV-1547 EX AFP (06-05)
KATHRYN
B
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 WILSON KATHRYN B FILE NO. 21 07-0303 ACN 101 DATE 12-24-2007
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
If an assess.ent 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
Amount of Line 14 taxable at Lineal/Class A rate
Amount of Line 14 at Sibling rate
Amount of Line 14 taxable at Collateral/Class B rate
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. 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
NOTE:
Tax Due
C P
NUMBER
CD008221
CD008772
D SCOUNT (+)
INTEREST/PEN PAID (-)
1.052.63
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
) CHANGED
(ll
(2)
(3)
(4)
(5)
(6)
(7)
.00
221,806.01
.00
.00
153,163.70
244,203.45
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
619,173.16
4D.9"4.11i
578.249.01
.00
578.249.01
.00
26.021.21
.00
.00
26.021. 21
26,021. 21
.00
.00
.00
( 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.)
(8)
(9)
ClO)
25,010.90
15,913.25
(11)
Cl2)
Cl3)
Cl4)
Cl5)
Cl6)
Cl7)
(18)
. DO X
578.249.01 X
. DO X
. DO X
DO
045 =
12 =
15 =
Cl9)=
AMOUNT PAID
20,000.00
4,968.58
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE