HomeMy WebLinkAbout04-04-08
03-31-2008
LEO
04-10-2007
21 07-0499
CUMBERLAND
101
APPEAL DATE: 05-30-2008
( 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 2'80601
HARRISBURG PA 17128- 0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
PFCORflD OFFlC~Jr')fCE OF INHERITANCE TAX
, ':';::"""'i"~'-rA~R,!A,,~\~Ff'1e.NT, ALLOWANCE OR DISALLOWANCE
-\t~if) d:X"OF D13IHiSTIONS AND ASSESSMENT OF TAX
200ft APR -4 PM ,: 48
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
RICHARD E CONNELL
BALL ETAL
2303 MARKET ST
CAMP HILL
ClEF{t\ OF
ORPHAN'S COURT
..."-,~,, ',' ,'~ /'.r, ,I, DA
('l)f. I;:, ,i_:' ~,', I,
\..)\. ~ ,} o' j , ,-,' -,'
PA 17011
REV-1547 EX AFP (06-05)
JOSEPHINE N
TO:
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
REY:is47-EX-AFp.C03:0sj-NOTicE-OF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEO JOSEPHINE N FILE NO. 21 07-0499 ACN 101 DATE 03-31-2008
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/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
(lJ
(2)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
(9)
ClO)
13.
14.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
.00
8,999.44
.00
.00
42,081.01
.00
25,740.65
(8)
12,604.40
1,224.13
CllJ
Cl2)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
76,821.10
Cl3)
Cl4)
13.828.53
62,992.57
.00
62,992.57
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 !.b..b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Cl5) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6) 62,992.57 X 045 = 2,834.67
17. Amount of Line 14 at Sibling rate Cl7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate Cl8) .00 X 15 = .00
19. Principal Tax Due (19) = 2,834.67
TAX CRiODITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DA'TE NUMBER INTEREST/PEN PAID (-)
07-10-2007 CD008380 105.26 2,000.00
01-10-2008 CD009152 .00 729.41
TOTAL TAX CREDIT 2,834.67
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 DU~
A ~C'C'llllJn c.-~t:' Dr:"\I~Dro.r- "or....... -- -..-- -----