HomeMy WebLinkAbout02-29-08
03-03-2008
LEONARD
04-11-2007
21 07-0449
CUMBERLAND
101
APPEAL DATE: 05-02-2008
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
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
N'OTIce OF INHI;_RITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
,,-, '"')
l,!lA 1;~
,', E~T.ATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
'ACN
MICHAEL L BANGS
429 S 18TH ST
CAMP HILL PA 17011
REV-1547 EX AFP (06-05)
ANNA
I
PAYMENT 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 LEONARD ANNA FILE NO. 21 07-0449 ACN 101 DATE 03-03-2008
TAX 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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
(I)
(2)
(3)
(4)
(S)
(6)
(7)
145,626.31
301,943.83
.00
. DO
639,331.80
. DO
.00
(8)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
27,183.69
3.916.39
CII)
(12)
CI3)
CI4)
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(9)
CIO)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: To insure proper
cr~1it to your account,
submit the upper portion
of this form with your
tax payment.
1,086,901.94
31.100.08
1,055,801.86
.00
1,055,801.86
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 !hh returns assessed to date.
ASSESSMENT OF TAX:
IS. Amount of Line 14 at Spousal
16. Amount of Line 14 taxable at
17. Amount of Line 14 at Sibling
rate CIS) .00 X DO .00
Lineal/Class A rate CI6) 1,055,801.86 X 045 = 47,511.08
rate CI7) .00 X 12 .00
Collateral/Class B rate CI8) . DO X 15 .00
CI9)= 47,511.08
18. Amount of Line 14 taxable at
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
07-02-2007
11-29-2007
RECEIPT
NUMBER
CD008368
CD009033
DISCOUNT (+)
INTEREST/PEN PAID (-)
2,368.42
.00
AMOUNT PAID
45,000.00
142.66
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
47,511.08
.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. ~~.)
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE'
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)