HomeMy WebLinkAbout04-18-08
COMMONWEALTH OF PENNSYLVANIA
'''-N\G..-,:;:n (\;::~fr (~EPARTMENT OF REVENUE
""'.:\ )(\\).,\.1 'v ':. ....NOTICE OF INHERITANCE TAX
'..APFlRAI-SEMENT, ALLOWANCE OR DI SALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
04-14-2008
DUDEK JR
06-22-2007
21 07-0613
CUMBERLAND
101
APPEAL DATE: 06-13-2008
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
'l.~6~ M'R \ 8 pt\ \'2: 22
CLERK Of
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
LINDA J LUNDBERG
5634 AKRON DR
HBG
PA 17109
REV-1547 EX AFP (06-05)
STANLEY
A
I
REMIT PAYMENT TO:
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 (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DUDEK JR STANLEY A FILE NO. 21 07-0613 ACN 101 DATE 04-14-2008
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
127,000.00
35,551.48
.00
.00
117 ,854 .82
.00
62,748.67
(8)
(9)
(10)
18,767.45
492.34
(11)
(12)
(13)
(14)
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
343,154.97
19.?1i9.79
323,895.18
.00
323,895.18
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 (18)
NOTE:
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
09-19-2007
01-29-2008
DISCOUNT (+)
INTEREST/PEN PAID (-)
700.00
.00
RECEIPT
NUMBER
CD008708
CD009218
(15)
(16)
.00
323,895.18
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
(19)=
.00
14,575.28
.00
.00
14,575.28
(17)
AMOUNT PAID
13,300.00
575.28
TOTAL TAX CREDIT 14,575.28
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 D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.