HomeMy WebLinkAbout02-08-08
02-04-2008
JOHNSON
08-15-2007
21 07-0785
CUMBERLAND
101
APPEAL DATE: 04-04-2008
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"r- ,.NO,Tl-CE O,F INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
';:rsr:~n-8
I: ,!pATE
, ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
P>1
, 1 f
JUDITH SCHORK
16 KINGS ARMS
MECHANICSBURG
-~ .~
PA 17050
REV-15~7 EX AFP (06-05)
MARY
I
I
PAYMENT TO:
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 JOHNSON MARY I FILE NO. 21 07-0785 ACN 101 DATE 02-04-2008
TAX RETURN WAS: (X) ACCEPTED AS F I LED
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/Pa~tne~ship Inte~est (Schedule C)
4. Ho~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Hisc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
(ll
(2)
(3)
(4)
(5)
(6)
0)
.00
.00
.00
.00
10 , 711. 33
5,452.06
.00
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Ho~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13. Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
(9)
CIO)
4,232.07
278.00
ell)
CI2)
CI3)
CI4)
14.
Net Value of Estate Subject to Tax
NOTE: To insu~e p~ope~
c~edit to yoU~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
(8)
16,163.39
4.1110.07
11 ,653.32
.00
11,653.32
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 !hh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
TAX CREDITS'
CIS) .00 X 00 .00
CI6) 11 ,653.32 X 045 = 524.40
CI7) .00 X 12 .00
CI8) .00 X 15 = .00
CI9)= 524.40
PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
10-30-2007 CD008875 26.15 496.80
01-28-2008 SBADJUST .00 1.45
TOTAL TAX CREDIT 524.40
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 PAYHENT IS REQUIRED. (~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE ~ ~
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)