HomeMy WebLinkAbout02-22-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ _ ,NIHICE,-QF INHERITANCE TAX
AI"P'RAISEMENT, ALLOWANCE OR DISALLOWANCE
",OF Dl::DUCTI'ONS AND ASSESSMENT OF TAX
*'
DATE 02-11-2008
ESTATE OF WETMORE STANLEY M
DATE OF DEATH 03-09-2007
FILE NUMBER 21 07-0666
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-11-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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REV-1547 EX AFP {03-05J NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WETMORE STANLEY M FILE NO. 21 07-0666 ACN 101 DATE 02-11-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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EDMUND G MYERS
JOHNSON DUFFIE
301 MARKET ST
LEMOYNE
PA 17043
TAX RETURN WAS: (X) ACCEPTED AS FILED
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. Debts/Mortgage Liabilities/Liens (Schedule I)
II.
12.
13.
14.
Total Deductions
Net Value of Tax Return
REV-1547 EX AFP (06-05)
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
. DO
178,481.57
.00
326,934.00
(S)
505,415.57
NOTE: To insure proper
credit to Y0ur account,
submit the upper portion
of this form with your
tax payment.
(9)
(l0)
9,455.22
. DO
(11)
(l2)
(l3)
9.41i1i.??
495,960.35
.00
495,960.35
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
(l4)
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abh 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
NOTE:
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
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
(IS)
(l6)
{I 7)
495,960.35 X DO =
.00 X 045 =
.00 X 12 =
.00 X 15 =
(l9)=
AMOUNT PAID
. DO
.00
.00
.00
.00
(IS)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
. DO
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.ri
( 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.)