HomeMy WebLinkAbout05-02-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
::;YJ~(\Pi~Fl (\f-;:t:E rCNOTICE OF INHERITANCE TAX
TAXES '.~":'G"::'~~;:~:' (<~.\~~~~~SEMENT' ALLOWANCE OR DISALLOWANCE
!lL tJjb~ ..;,' ',\QfLOEDUCTIONS AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2008 KAY -2 PH 12: 30
'*
REV-1547 EX AFP (06-05)
04-28-2008
MCELWAIN
11-11-2006
21 06-1024
CUMBERLAND
101
APPEAL DATE: 06-27-2008
( See reverse side under Objections)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
CLERK OF
ORPHAN'S COURT
RICHARD L WEBBQJ~~RlP.ND CO.. PA
WEIGLE & ASSOCS
126 EKING ST
SHIPPENSBURG PA 17257
ELIZABETH L
Amount Remitted
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 +--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCELWAIN ELIZABETH L FILE NO. 21 06-1024 ACN 101 DATE 04-28-2008
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
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
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(9)
ClO)
336,550.80
213,816.20
.00
.00
37,139.74
.00
.00
(8)
48,125.29
18.438.01
(ll)
Cl2)
13.
14.
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
IS. 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
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
02-09-2007
02-11-2008
NOTE:
RECEIPT
NUMBER
CD007787
CD009289
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,078.95
.03-
Cl5)
Cl6)
Cl7)
Cl8)
.00 X
519,443.44 X
.00 X
.00 X
AMOUNT PAID
20,500.00
1,796.03
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-12-2008 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
Cl3)
Cl4)
00 =
045 =
12 =
15 =
(19)=
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
587,506.74
66."i63.3D
520,943.44
1,500.00
519,443.44
.00
23,374.95
.00
.00
23,374.95
23,374.95
.00
70.30
70.30
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN tl, 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.)