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HomeMy WebLinkAbout01-11-08 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE :- - NOTICE OF INHERITANCE TAX APPRA~SEMENr, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX *' II r,il\:20DATE 01-14-2008 ESTATE OF PROWANT CHARL TON M DATE OF DEATH 07-30-2007 FILE NUMBER 21 07-0747 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 03-14-2008 ( 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 ~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF PROWANT CHARLTON M FILE NO. 21 07-0747 ACN 101 DATE 01-14-2008 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) 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 !hh 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 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT DATE 10-17-2007 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 I f'. -, '-' DONALD L PROWANT ('i :' 1685 REVERE DR MECHANICSBURG PA 17050 TAX RETURN WAS: ) 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 NOTE: RECEIPT NUMBER CD008817 DISCOUNT (+) INTEREST/PEN PAID (-) 883.26 PAYMENT MUST BE MADE BY 04-30-2008*. * IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. REV-1547 EX AFP (06-05) x) CHANGED SEE ATTACHED NOTICE (1) (2) (3) (4) (5) (6) (7) .00 379.677.89 .00 .00 32.003.89 .00 15,902.13 (8) 427,583.91 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (9) 13,686.75 ClO) 4.346.97 Cl1) (12) (13) (14) 18.033.7~ 409,550.19 .00 409,550.19 Cl5) .00 X 00 .00 Cl6) 409,550.19 X 045 = 18,429.76 Cl7) .00 X 12 .00 Cl8) .00 X 15 .00 (19)= 18,429.76 AMOUNT PAID 16.781.86 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 17,665.12 764.64 .00 764.64 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.) REV-1470 EX (6-88) INHERITANCE TAX EXPLANA TION OF CHANGES ;<;, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME Charlton M. Prowant REVIEWED BY Anita McCully ITEM SCHEDULE NO. EXPLANATION OF CHANGES FILE NUMBER ACN G 1, 2 & IRA's are fully taxable as the decedent was over the age of 59 %. 3 ROW 2107-0747 101 Page 1