HomeMy WebLinkAbout04-04-08
COMMONWEALTH OF PENNSYLVANIA
"'~'"\nnl"';rr, n~~WJiJ!lENT OF REVENUE
Rt\,,'Uf~L'::U '-:NtiN'eE'~,1iF INHERITANCE TAX
r)!=C:;:A:PP#($:EHt~l1'::' ALLOWANCE OR DISALLOWANCE
,~",) 'm!' M'DdCTIONS AND ASSESSMENT OF TAX
DATE 03-31-2008
ESTATE OF OBRIEN LILLIAN C
DATE OF DEATH 01-20-2007
FILE NUMBER 21 07-0101
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-30-2008
( 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 OBRIEN LILLIAN C FILE NO. 21 07-0101 ACN 101 DATE 03-31-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ZOOB APR -4 PM I: 47
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STEPHEN J HOGG ESQ
STE 101
19 S HANOVER ST
CARLISLE PA 17013
REV-1547 EX AFP (06-05)
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
10.
11.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
(1)
(2)
(3)
(4)
(5)
(6)
(7)
142,000.00
28.74
.00
.00
7,747.84
398.13
.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
(8)
150,174.71
(9)
CIO)
16,764.17
119.803.79
CI1)
CI2)
CI3)
136.1i67_96
13,606.75
.00
13,606.75
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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 Due
TAX CREDITS'
NOTE:
CI4)
CIS)
CI6)
CI7)
CI8)
.00 X
13,606.75 X
.00 X
.00 X
. DO
612.30
. DO
.00
612.30
DO
045 =
12 =
15 =
CI9)=
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
01-16-2008 CD009186 11 .54- 680.13
TOTAL TAX CREDIT 668.59
BALANCE OF TAX DUE 56.29CR
INTEREST AND PEN. .00
TOTAL DUE 56.29CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. .r,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D,~""h
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