HomeMy WebLinkAbout02-01-08
01-29-2008
POTTEIGER
07-15-2007
21 07-0712
CUMBERLAND
101
APPEAL DATE: 03-29-2008
( See reverse side under Objections)
Amount Remittedl ~
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
-/
DATE
-, I
i ;: ~~lATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
~ ACN
MARK W ALLSHOUSE
CHRISTIAN LAWYER
4833 SPRING RD
SHERMANS DALE
ESQ
SOL
PA 17090
*'
REV-1547 EX AFP (06-05)
RUSSELL
L
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 POTTEIGER RUSSELL L FILE NO. 21 07-0712 ACN 101 DATE 01-29-2008 i
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
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) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
.00
.00
.00
.00
165,836.37
164,230.22
15,000.00
(8)
8.
Total Assets
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
(9)
(10)
33,694.97
6,956.18
(11)
(12)
13.
14.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
(15)
(16)
(17)
(18)
.00 X
304,415.44 X
.00 X
.00 X
19. P'rincipal
TAX CREDITS:
PAYMENT
DATE
09-26-2007
Tax Due
RECEIPT
NUMBER
CD008745
DISCOUNT (+)
INTEREST/PEN PAID (-)
684.93
AMOUNT PAID
15.000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(13)
(14)
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
345,066.59
40.61;1. 1Ii
304,415.44
.00
304,415.44
.00
13,698.69
.00
.00
13,698.69
15,684.93
1.986.24CR
.00
1.986.24CR
( 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.)