HomeMy WebLinkAbout05-02-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"'('~il~;N:QfI'~~r9rP:'r-I:f;:RITANCE TAX
Ap.pR~t SEMEN'F': At:;.t;O\\'ANCE OR DI SALLOWANCE
r,?~(~'~~TtqN~V~~~ ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX OIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
2a08 HAY - 2 PH 12: :JlA TE
ESTATE OF
CLERK OF DATE OF DEATH
ORPHAN~(x]uRT FILE NUMBER
CUM8J:'RI A"lD CO RIA COUNTY
. ,... \..' '" . ,,"" ACN
04-28-2008
HOWARD
07-08-2007
21 07-0735
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
LINDSAY D BAIRD
BAIRD LAW OFFICE
37 S HANOVER ST
CARLISLE
PA 17013
REV-1547 EX AFP (06-05)
ROBERT
D
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 HOWARD ROBERT D FILE NO. 21 07-0735 ACN 101 DATE 04-28-2008
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
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)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8.
Total Assets
NOTE:
CHANGED
(l)
(2)
(3)
(4)
(S)
(6)
(7)
158,000.00
.00
.00
.00
4,505.72
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
162,505.72
(9)
ClO}
5,927.30
8.421.47
154,084.25
.00
154,084.25
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:
IS. 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 CREDITS:
PAYM NT
DATE
02-22-2008
Tax Due
RECEIPT
NUMBER
CD009343
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
2,494.17
Cll}
Cl2}
Cl3}
Cl4}
ClS}
Cl6}
Cl7}
Cl8}
.00 X 00 .00
154,084.25 X 045 = 6,933.79
.00 X 12 .00
.00 X 15 .00
Cl9}= 6,933.79
AMOUNT PAID
6,933.79
TOTAL TAX CREDIT 6,933.79
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.