HomeMy WebLinkAbout04-18-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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ii'-' I, )~',)::J t;:H'A N~TICE OF INHERITANCE TAX
::c ~i::" ~~R~,fSEMENT, ALLOWANCE OR DISALLOWANCE
: ii..' ;'; ,',..;OF. ,'o..s.oUCTIONS AND ASSESSMENT OF TAX
*'
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
200B APR 18 PM 12: 23
REV-1547 EX AFP (06-05)
DATE 04-14-2008
ESTATE OF HALL SR GLADE
DATE OF DEATH 03-21-2007
FILE NUMBER 21 07-1142
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-13-2008
( 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 (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HALL SR GLADE FILE NO. 21 07-1142 ACN 101 DATE 04-14-2008
CLERK OF
ORPHPNS COURT
WILLIAM R SWINEHm/~s8" '~") OA
WIEST ETAL
240-246 MARKET ST
SUNBURY PA 17801
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.
( ) CHANGED
0)
(2)
(3)
(4)
(5)
(6)
(7)
60,000.00
.00
.00
.00
367.20
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
60,367.20
(9)
(0)
685.00
.00
ell)
(2)
(3)
(4)
Total Deductions
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Ahh 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 (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
01-22-2008
NOTE:
RECEIPT
NUMBER
CD009196
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 01-23-2008
681i.00
59,682.20
.00
59,682.20
OS)
(6)
.00
59,682.20
.00
.00
.00
2,685.70
.00
.00
2,685.70
X 00 =
X 045 =
X 12 =
X 15 =
(9)=
AMOUNT PAID
2,685.70
TOTAL TAX CREDIT 2,685.70
BALANCE OF TAX DUE .00
INTEREST AND PEN. 17.23
TOTAL DUE 17.23
( 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.