HomeMy WebLinkAbout05-02-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,'-0.N.\tP,eE:, 9~_:l,~~FANCE TAX
APPR\tlSfEiltilNT!,i 1uJtiowkutl;!: OR DISALLOWANCE
_.,---.," ,.'.....~~. ......, '-'~. .~
OFI?~~~f!P~F,A~~:: A~ESSMENT OF TAX
... ,_."..... ' ...~I I Vt .', ~ .....~
04-28-2008
ULMER
06-28-2007
21 07-0636
CUMBERLAND
101
APPEAL DATE: 06-27-2008
( See reverse side under Objections)
Amount Remittedl I
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
Z008 HAY -2 Pt1liJ~ITE OF
DATE OF DEATH
CLERK OF FILE NUMBER
ORPHAN'S COURCOUNTY
CUMBERl..l>ND Co., ~
IVO V OTTO II I
MARTSON LAW OFCS
10 E HIGH ST
CARLISLE
PA 17013
REV-1547 EX AFP (06-05)
LAURA
E
TO:
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 ULMER LAURA E FILE NO. 21 07-0636 ACN 101 DATE 04-28-2008
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
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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
14.
Net Value of Estate Subject to Tax
(9)
(10)
(ll
(2)
(3)
(4)
(5)
(6)
(7)
) CHANGED
248,000.00
281,217.56
.00
.00
4,902.02
139,991.29
.00
(8)
41,963.62
1.793.18
( 11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
674,110.87
43.756.80
630,354.07
.00
630,354.07
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
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:
AYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
09-20-2007 CD008717 1,157.89
01-25-2008 CD009209 .00
(15)
(16)
(17)
(18)
.00 X
630,354.07 X
.00 X
.00 X
00
045 =
12 =
15 =
AMOUNT PAID
22,000.00
5,208.77
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(19)=
.00
28,365.93
.00
.00
28,365.93
28,366.66
. HCR
.00
. HCR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( 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.)