HomeMy WebLinkAbout04-18-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
..,...(,:ND,",(CE OF INHERITANCE TAX
;r::r'("orH~F@RAt'S~M'~NT, ALLOWANCE OR DISALLOWANCE
'.-"..' -' . OF=: mlmUCTIONS AND ASSESSMENT OF TAX
',...: j , : ~
04-14-2008
CHARLES
05-03-2007
21 07-0467
CUMBERLAND
101
APPEAL DATE: 06-13-2008
( 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 280601
HARRISBURG PA 17128-0601
WILLIAM A DUNCAN
DUNCAN & HARTMAN
1 IRVINE ROW
CARLISLE
1006 ~PR \ a PM \2: 22
CLERK OF
ORPHAN'S C9~~1 D
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CUU:""'f-,! '~i '.'..'
l'J.: :', ' "
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17013
*'
REV-1547 EX AFP (06-05)
LEROY
J
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 CHARLES LEROY J FILE NO. 21 07-0467 ACN 101 DATE 04-14-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED
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)
S. 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
lZ. Net Value of Tax Return
13.
14.
(9)
ClO)
) CHANGED
(D
(2)
(3)
(4)
(S)
(6)
(7)
254,000.00
.00
.00
.00
489,122.97
2 ,161. 00
176,992.53
(8)
61,401.31
41,676.25
ell)
ClZ)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
Cl3)
Cl4)
NOTE:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
922,276.50
10~.077 ~6
819,198.94
.00
819,198.94
If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of Abh 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:
PAYMENT
DATE
08-03-2007
01-31-2008
RECEIPT
NUMBER
CDo08492
CDo09243
DISCOUNT (+)
INTEREST/PEN PAID (-)
789.47
.00
ClS)
Cl6)
Cln
Cl8)
.00
817,037.94
.00
2,161.00
X 00
X 045 =
X 12 =
X 15 =
Cl9)=
AMOUNT PAID
15,000.00
21,301.39
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
.00
36,766.71
.00
324.15
37,090.86
37,090.86
.00
.00
.00
{ IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. -.(
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~E ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)