HomeMy WebLinkAbout02-08-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-, - - , NoncE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
DATE 02-04-2008
ESTATE OF EBELING DOROTHY E
DATE OF DEATH 01-09-2007
FILE NUMBER 21 07-0043
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-04-2008
( See reverse side under Objections)
Amount Remittedl ~
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 EBELING DOROTHY E FILE NO. 21 07-0043 ACN 101 DATE 02-04-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
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DAVID W DELUCE
JOHNSON ETAL
PO BOX 109
LEMOYNE
PA 17043-0109
T AX 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. Total Deductions
12.
13.
14.
Net Value of Tax Return
REV-1547 EX AFP (06-05)
( ) CHANGED
(l)
(2)
(3)
(4)
(S)
(6)
(7)
150,000.00
11,004.00
.00
.00
27,544.34
.00
113,121.28
(8)
301,669.62
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(9)
CIO}
28,558.38
196.20
CIl}
CI2}
?8.71i4.1i8
272,915.04
.00
272,915.04
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
If an assess.ent 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
NOTE:
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 RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
08-29-2007 CDo08605 .00
08-29-2007 CDo08606 .00
CI3}
CI4}
CIS}
CI6}
CI7}
CI8}
.00 X 00 =
272,915.04 X 045 =
.00 X 12 =
.00 X 15 =
.00
12,281.18
.00
.00
12,281.18
CI9}=
AMOUNT PAID
11,000.00
1,281.18
TOTAL TAX CREDIT 12,281.18
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 DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.