HomeMy WebLinkAbout02-01-08
01-29-2008
TUMAS
01-21-2007
21 07-0334
CUMBERLAND
101
APPEAL DATE: 03-29-2008
( 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
NOTICE OF INHERITANCE TAX
APpRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
- F --'~ - I
I . I"
F, ::..)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
I !'-.-;
CRAIG A HATCH ESQ
GATES ETAL
1013 MUMMA RD STE 100
LEMOYNE PA 17043
*
REV-1547 EX AFP (06-05)
WALTER
J
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 TUMAS WALTER J FILE NO. 21 07-0334 ACN 101 DATE 01-29-2008
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
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
136,004.46
5,088.57
.00
.00
51.868.86
12,562.01
102,955.99
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9)
(10)
25,318.28
.00
(11)
(12)
(13)
(14)
10.
11.
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:
(15)
.00 X
283,161.61 X
.00 X
.00 X
(16)
(17)
(18)
19. Principal
TAX CREDITS:
PAYMENT
DATE
04-09-2007
10-22-2007
01-22-2008
T<,x Due
RECEIPT
NUMBER
CD007984
CD008841
SBADJUST
DISCOUNT (+)
INTEREST/PEN PAID (-)
526.32
.00
.00
AMOUNT PAID
10,000.00
2,215.95
.49
00 =
045 =
12 =
IS =
(19)=
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
308,479.89
;)1;.318.;)8
283,161. 61
.00
283,161. 61
.00
12,742.27
.00
.00
12,742.27
TOTAL TAX CREDIT 12,742.27
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ('\.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.