HomeMy WebLinkAbout03-17-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
. APPRAISEMENT ,. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-10-2008
SAUL
08-03-2007
21 07-0945
CUMBERLAND
101
APPEAL DATE: 05-09-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
HF:~: 17
Fi~1l2:
~~ .~~
RICHARD W STEWART
JOHNSON ETAL
PO BOX 109
LEMOYNE
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Ji-<,:-':--
o.
PA 17043
'*
REV-1547 EX AFP (06-05)
MARY
G
TO:
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 SAUL MARY G FILE NO. 21 07-0945 ACN 101 DATE 03-10-2008
TAX 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.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
11.362.65
265,777.17
83,749.30
(8) _
(9)
(10)
5,424.27
159.39
(11) _
(12)
(13) _
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
NOTE:
(14) _
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
360,889.12
1;.1;83 f.6
355,305.46
.00
355,305.46
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
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal
TAX CREDITS:
PAYMENT
DATE
10-18-2007
11-19-2007
Tax Due
RECEIPT
NUMBER
CD008832
CD008996
DISCOUNT (+)
INTEREST/PEN PAID (-)
763.16
.00
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(15)
(16)
(17)
(18)
.00 X
355,305.46 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19) =
.00
15,988.75
.00
.00
15,988.75
15,988.75
.00
.00
.00
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. Pi
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) .
AMOUNT PAID
14,500.00
725.59
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE