HomeMy WebLinkAbout04-04-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
\:,:C('OPDFD rFF1CfN€r1CE OF INHERITANCE TAX
':":~;:':Y";=r.AflgRAf~~!4JONT. ALLOWANCE OR DISALLOWANCE
I':t'",':) I C'j 'vQ"F /nf:D.IlcTIONS AND ASSESSMENT OF TAX
DATE 03-31-2008
ESTATE OF ROWE JANET K
DATE OF DEATH 05-11-2007
FILE NUMBER 21 07-0680
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 +--
REY:i547-EX-AFP-C03:0Sj-NOTicE.OF-iNHERiTANCE-TAX-APPRAisEHENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROWE JANET K FILE NO. 21 07-0680 ACN 101 DATE 03-31-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX .!B0601
HARRISBURG PA 1712B- 0601
2008 APR -4 PH 1: 48
SUSAN J HARTMAN
DUNCAN & HARTMAN
1 IRVINE ROW
CARLISLE
CLEF~K OF
ORPHAJ\l'S COURT
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.\i'~< -""":, ',.i....-.I 1 r
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. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. 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 Ahh 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
NOTE:
19. Principal Tax Due
TAX CREDITS:
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
36.596.67
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
36,596.67
(9)
ClO)
5,163.47
149.306.65
Cl1)
Cl2)
Cl3)
Cl4)
154.4711.1::>
117,873.45-
.00
117,873.45-
Cl5)
Cl6)
Cl7)
Cl8)
.00 X
.00 X
.00 X
.00 X
.00
.00
.00
.00
.00
00
045 =
12 =
15 =
Cl9)=
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
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. I ,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE Li
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