HomeMy WebLinkAbout04-18-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
TT:DRrJ[r) C)ffb{i~ErliF INHERITANCE TAX
-::.cr'~P;Ft~ISEMii:I!T, l 'ALLOWANCE OR DISALLOWANCE
1"'LJ\..:ldj,rirn?DUC,nQNS AND ASSESSMENT OF TAX
DATE 04-14-2008
ESTATE OF LANDIS LOUISE J
DATE OF DEATH 08-03-2007
FILE NUMBER 21 07-0789
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 06-13-2008
( 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 DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LANDIS LOUISE J FILE NO. 21 07-0789 ACN 101 DATE 04-14-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
2008 APR 18 PH 12: 22
MICHAEL L BANGS
429 S 18TH ST
CAMP HILL
CLERK OF
ORPHAN'S COURT
CU"I!,.C:I t,.r-.r.'!.... R'^
:\L. " . If., '.,'. t\
PA 170ll
T AX 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. Debts/Mortgage Liabilities/Liens (Schedule I)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
( ) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
79,074.68
.00
.00
.00
13,625.36
.00
132,492.34
(8)
(9)
(10)
25,523.26
1,935. II
(11)
(12)
(13)
(14)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
If an assess.ent 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
Net Value of Estate Subject to Tax
NOTE:
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
01-22-2008
RECEIPT
NUMBER
CDo09194
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(IS)
(16)
(17)
(18)
.00 X
197,734.01 X
.00 X
.00 X
.
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
225,192.38
?7.4IiR.37
197,734.01
.00
197,734.01
00 =
045 =
12 =
15 =
.00
8,898.03
.00
.00
8,898.03
AMOUNT PAID
8,898.03
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
(19)=
8,898.03
.00
.00
.00 .......
l '
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)