HomeMy WebLinkAbout01-04-08
12-24-2007
WALTON
01-29-2007
21 07-0331
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 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
H:rYY::flffl~!tI:h~I'tH~ITANCE TAX
APPIi~!~J;fot;ENT; At:,t>ClWANCE OR DISALLOWANCE
,q!,,:.ilEDLJC:n:ONS<il~HD~ ASSESSMENT OF TAX
zone JM:I -4
PM 12: 3,,..TE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
MURREL R WALTERS III
54 E MAIN ST
MECHANICSBURG
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PA 17055
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REV-1547 EX AFP (06-05)
VIRGINIA
R
TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR I
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WALTON VIRGINIA R FILE NO. 21 07-0331 ACN 101 DATE 12-24-2007
T AX RETURN WAS: (X) ACCEPTED AS F I LED
( ) CHANGED
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
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
AX l.K:I:.U.1I:ll:
PAYMENT
DATE
09-18-2007
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)
(9)
CIO)
10.
II.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
CIS)
CI6)
CI7)
CI8)
RECEIPT
NUMBER
CDo08697
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
47,285.66
.00
.00
.00
4,015.00
.00
.00
(8) _
8,597.00
7.923.37
(11) _
CI2)
(13)
CI4) _
. DO X
34,780.29 X
. DO X
. DO X
AMOUNT PAID
1,565. 11
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DO =
045 =
12 =
15 =
CI9)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
51,300.66
llCIi?n.37
34,780.29
.00
34,780.29
.00
1,565.11
.00
.00
1,565.11
1,565. 11
.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.)