HomeMy WebLinkAbout02-08-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- f.lCrrICE OF INHERITANCE TAX
APP~AISEMENT, ALLOWANCE OR DISALLOWANCE
9f DEDUCTIONS AND ASSESSMENT OF TAX
DATE 02-04-2008
ESTATE OF ALLISON HELEN B
DATE OF DEATH 08-05-2007
FILE NUMBER 21 07-0763
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-04-2008
( 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
RETAIN LOWER PORTION FOR YOUR RECORDS +--
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
r: -8
I: ! t,.
HORACE J JOHNSON
JOHNSON DUFFIE
301 MARKET ST
LEMOYNE PA 17043
CUT ALONG THIS LINE
-+
'*
REV-1547 EX AFP (06-05)
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ALLISON HELEN B FILE NO. 21 07-0763 ACN 101 DATE 02-04-2008
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. Net Value of Tax Return
(9)
(10)
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
208,073.95
.00
.00
4,613.50
34,574.52
220,443.13
(8)
25,421.28
2.170.71
(11 )
(12)
13.
14.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
467,705.10
(13)
(14)
?7.1i91.99
440,113.11
10,000.00
430,113.11
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:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
10-29-2007 CD008880 3,225.85
(15)
(16)
(17)
(18)
.00 X 00 =
.00 X 045 =
.00 X 12 =
430,113.11 X 15 =
AMOUNT PAID
61,291.12
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(19)=
.00
.00
.00
64,516.97
64,516.97
64,516.97
.00
.00
.00
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
'1
( 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.)