HomeMy WebLinkAbout02-29-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APl'R'AtSEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 02-26-2008
ESTATE OF ROSE BONNIE H
DATE OF DEATH 08-22-2007
FILE NUMBER 21 07-0802
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-26-2008
( 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 +-
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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 ROSE BONNIE H FILE NO. 21 07-0802 ACN 101 DATE 02-26-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 28D6Dl
HARRIS8URG PA 17128-D6Dl
2DC8FE829
PH I?:
I. ~.
WILLIAM A DUNCAN
DUNCAN & HARTMAN
1 IRVINE ROW
CARLISLE PA 17013
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)
Z. 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11.
lZ.
13.
14.
Total Deductions
Net Value of Tax Return
REV-1547 EX AFP (D6-D5)
CHANGED
(l)
(Z)
(3)
(4)
(S)
(6)
(7)
125,098.64
.00
.00
.00
3,306.93
.00
.00
(S)
128,405.57
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(9)
ClO)
14,061.74
62,158.74
Cll)
ClZ)
76.??0.48
52,185.09
.00
52,185.09
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abh 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 (17)
IS. Amount of Line 14 taxable at Collateral/Class B rate (IS)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
11-19-2007
NOTE:
R CEIPT
NUMBER
CD008993
DISCOUNT (+)
INTEREST/PEN PAID (-)
117.42
Cl3)
Cl4)
ClS)
Cl6)
.00 X 00 .00
52,185.09 X 045 = 2,348.33
.00 X 12 .00
.00 X 15 .00
Cl9)= 2,348.33
AMOUNT PAID
2,230.91
TOTAL TAX CREDIT 2,348.33
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~ U
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.