HomeMy WebLinkAbout05-09-08BUREAU OF INDIVIDUA~T~41XE1$'~-. ~' J~r,Ur `fir.
INHERITANCE TAX DIVISION - `" r
- ~ .. ~~ i
PO BOX 280601 , ^. ~ °'- ~ =
HARRISBURG PA 17128-D601 w
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Z~J8 t~AY -9 A~4 l { ~ 22
C~ER~C C~
ORPI-1AI~~'S (`CURT
WILLIAM CC~~,§$~'H.~~Fi '~„'~ . ~
DISSINGER & DISSINGER
400 S STATE RD
MARYSVILLE PA 17053
DATE 05-05-2008
ESTATE OF POSTILOFF ALAN R
DATE OF DEATH 08-01-2006
FILE NUMBER 21 06-0828
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 !'~ _ _______________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF POSTILOFF ALAN R FILE N0. 21 06-0828 ACN 101 DATE 05-05-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
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:
C1) 130,000.00 NOTE: To insure proper
(2) 28.31 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
ts) 88.404.56
t6) .00
c7) .00
ca) 218,432.87
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9) 27,414.96
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 260,461 .06
11. Total Deductions X11) 1 87.876.07
12. Net Value of Tax Return X12) 69,443.15-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax X14) 69,443.15-
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 C16) •00 X 04 5 _ .00
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due Ilg)= .00
rex rocnTre.
PAYMENT
DATE REC IPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)