HomeMy WebLinkAbout03-13-08 (2)
03-10-2008
RHOADS
08-13-20070
21 07-080F~:;:O
CUMBERLAND" ~~
101 ....~.. C)
APPEAL DATE: 05-09~@8
( See reverse side under ObjetflOtis )
Amount Remitted I . :_~ '1
MAKE CHECK PAYABLE AND
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 11128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DAWN M DEFUGE
114 LANCASTER BLVD
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*
REV-I5~1 EX AFP (06-05)
CARMEN
J
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REMfl PAY~~T TO:
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CO
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS +-
REY:i547-EX-AFP-C03:05j-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RHOADS CARMEN J FILE NO. 21 07-0801 ACN 101 DATE 03-10-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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)
S. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
165,000.00
56,763.76
.00
.00
13,164.81
1,029.33
.00
(S)
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)
14. Net Value of Estate Subject to Tax
(9)
ClO)
13,827.48
1,230.99
Cl1)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
235,957.90
Cl2)
Cl3)
Cl4)
1'i.0'i8.47
220,899.43
.00
220,899.43
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of A.b.b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Cl5) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) 220,899.43 X 045 = 9,940.47
17. Amount of Line 14 at Sibling rate Cl7> .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate ClS) .00 X 15 = .00
19. Principal Tax Due (19)= 9,940.47
TAX CREDITS:
PAYMENr RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
12-05-2007 CD009044 .00 9,940.47
TOTAL TAX CREDIT 9,940.47
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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 DUE /
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) t.