HomeMy WebLinkAbout05-02-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~'--:"('LRr\;::i\ f'f'!l,cf pr,: INHERITANCE TAX
"',(P'PRAr'SElitErik'), ALLOWANCE OR DISALLOWANCE
i. ;:c~IC(:i.i:i'ri3cfQjjC1IbN~ AND ASSESSMENT OF TAX
_.....t\..o._..v: ,f',I.~__,
04-28-2008
JACKSON
11-18-2007
21 08-0027
CUMBERLAND
101
APPEAL DATE: 06-27-2008
( See reverse side under Objections)
Amount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2008 HAY -2 PH 12: 31
SANDRA J WEAVER
325 WHITMER RD
SHIPPENSBURG
ClERK OF
ORPHAN'S COURT
CUMBERL.-~JO CO. PA
PA 17257
*
REV-1547 EX AFP (06-05)
ROSAZELLA M
TO:
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS +-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JACKSON ROSAZELLA M FILE NO. 21 08-0027 ACN 101 DATE 04-28-2008
TAX 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/Pa~tne~ship Inte~est (Schedule C)
4. Mo~tgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Retu~n
13.
( ) CHANGED
(ll
(2)
(3)
(4)
(5)
(6)
(7)
(9)
(10)
.00
79,766.12
.00
.00
59,970.43
4,388.07
.00
(8)
10,659.98
.00
(11)
(12)
(13)
14.
Net Value of Estate Subject to Tax
Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
(14)
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 ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
TAX CREDITS:
PAYMENT
DATE
01-31-2008
NOTE:
(15) .00 X
(16) 133,464.66 X
(17) .00 X
(18) .00 X
RECEIPT
NUMBER
CD009238
DISCOUNT (+)
INTEREST/PEN PAID (-)
300.30
AMOUNT PAID
5,705.62
00 =
045 =
12 =
15 =
(19)=
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
144,124.64
10.61;9.98
133,464.66
.00
133,464.66
.00
6,005.91
.00
.00
6,005.91
TOTAL TAX CREDIT 6,005.92
BALANCE OF TAX DUE .0ICR
INTEREST AND PEN. .00
TOTAL DUE .01CR
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. y~\ ,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.