HomeMy WebLinkAbout05-02-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
'-:.:-(','-\Ri~r~n;s:.Ei!'llUlTi'JALLOWANCE OR DISALLOWANCE
., .", ",.' -bl=\~~D'b~Tt'ONS AND ASSESSMENT OF TAX
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
04-28-2008
OFFLEY
12-18-2007
21 07-1161
CUMBERLAND
101
APPEAL DATE: 06-27-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
2008 HAY -2 PH 12: 31
CLERK OF
KEITH 0 BRENNEMAN ORPHAN'S COURT
SNELBAKER & BRENNEMg;MBERLA.,ND CO.. PA
44 W MAIN ST
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
CHARLOTTE Y
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 OFFLEY CHARLOTTE Y FILE NO. 21 07-1161 ACN 101 DATE 04-28-2008
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)
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
(l)
(2)
(3)
(4)
(S)
(6)
(7)
.00
.00
.00
.00
46,779.75
.00
.00
(9)
ClO}
15,068.25
919.24
(ll)
Cl2}
Cl3}
Cl4}
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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 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 CRED TS:
PAYMENT
DATE
02-12-2008
Net Value of Estate Subject to Tax
NOTE:
RECEIPT
NUMBER
CD009291
DISCOUNT (+)
INTEREST/PEN PAID (-)
69.28
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
46,779.75
Pi.987 49
30,792.26
.00
30,792.26
ClS}
Cl6}
Cl7}
Cl8}
.00 X DO . DO
30,792.26 X 045 = 1,385.65
.00 X 12 = .00
.00 X 15 = .00
Cl9} = 1,385.65
1,385.65
.00
.00
.00
""E~
AMOUNT PAID
1,316.37
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)