HomeMy WebLinkAbout03-24-08
Appeal Date: 05-1'6-2008
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Gourthouse
Carlisle, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ?
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
KELLY LENORE E FILE NO. 21 07-0369 ACN 101
TAX RETURN WAS: ([ZJ) ACCEPTED AS FILED (D) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
CARL G WASS ESQ
CALDWELL & KEARNS
3631 N FRONT ST
HBG PA 17110
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NO.
COUNTY
ACN
ESTATE OF
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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16,
that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17 Amount of Line 14 taxable at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
06-25-2007 CD008338 421.05
09-06-2007 CD008650 000
03-17 -2008
KELLY
03-31-2007
21 07-0369
Cumberland
101
0.00
0.00
0.00
0.00
67,283.98
6,254.53
0.00
(8)
REV-1547 EX (02-08) PC
LENORE
E
DATE 03-17-2008
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
73,538.51
10,938.53
810.61
(11) 11,749.14
(12) 61,789.37
(13) 0.00
(14) 61 ,789.37
17 and 18 will reflE!ct figures
0.00 X .00
000 X 045
000 X 12
61,789.37 X .15
(19)
AMOUNT PAID
8,000.00
9,268.41
000
0.00
0.00
9,268.41
9,268.41
TOTAL TAX CREDIT 17,689.46
BALANCE OF TAX DUE 8,421.05 CR
INTEREST 000
TOTAL DUE 8,421.05 CR
(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.)
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
,
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