HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
^~ r'~~"C1(~ ,. DEPARTMENT OF REVENUE
~"~ ~~ ~~~-•~ ~~' ~ 'A~ ~ ~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TA~SC~•S t" APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION !;;~.,,,~.~I_:~ ~ '`~~'" OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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11 MANOR DR
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
DATE 05-05-2008
ESTATE OF NEALON CAMILLE D
DATE OF DEATH 01-23-2006
FILE NUMBER 21 06-0102
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-04-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS 1--~ _ _____________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NEALON CAMILLE D FILE N0. 21 06-0102 ACN 101 DATE 05-05-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4.000.00
6. Jointly Owned Property (Schedule F) (6) 135, 000.00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 139, 000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10,250.00
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,4 80 .00
11. Total Deductions (11) 11.70.00
12. Net Value of Tax Return (12) 127,270.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 127,270.00
NOTE: 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 C15) .00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 127,270.00 X 045 = 5,727.15
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .0 0 X 15 _ .00
19. Principal Tax Due (19)= 5,727.15
DATE ~ NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
I02-28-2008 I CD009355 .00 5,727.15
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-29-2008 TOTAL TAX CREDIT 5,727.15
BALANCE OF TAX DUE .00
INTEREST AND PEN. 598.55
TOTAL DUE 598.55
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. r
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU2~--/~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIDNS.) U