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HomeMy WebLinkAbout02-29-08 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 1712B-0601 - NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (06-05) i! DATE 03-03-2008 ESTATE OF BROWN MILDRED E DATE OF DEATH 09-01-2007 FILE NUMBER 21 07-0919 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-02-2008 ( 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 -to 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 BROWN MILDRED E FILE NO. 21 07-0919 ACN 101 DATE 03-03-2008 EDMUND G MYERS JOHNSON DUFFIE 301 MARKET ST LEMOYNE PA 17043 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/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 (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 14,756.19 .00 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (8) 14,756.19 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (9) UO) 1,464.11 1,697.29 (1) (2) (3) (4) 3.161 40 11,594.79 .00 11 ,594.79 1l. 12. 13. 14. Total Deductions Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate Subject to Tax 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 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' US) .00 X 00 .00 (6) .00 X 045 = .00 (7) .00 X 12 .00 (8) 11 ,594.79 X 15 1,739.22 (9)= 1,739.22 . PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-29-2007 CD009034 86.96 1,652.26 TOTAL TAX CREDIT 1,739.22 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 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.)