HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~rti'_t.: ~`JI ~t~ - NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAX~3 ,,! } ~ , !pp~RAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ' ,~ ,_ F, ._ ! ,. ~ .i'~ ' -`~DF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
2Q~'8 MAY -9 AM 11 ~ 22
Cit-~~±'~ C1~
ORpH~~1 S, G~?'~~~o
ELYSE E ROGERS'E5Q
KEEPER ETAL
635 N 12TH ST STE 400
LEMOYNE PA 17043
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HOWLEY EVELYN M FILE N0. 21 07-0554 ACN 101 DATE 05-05-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. 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
C15)
APPROVED DEDUCTIONS AND EXEMPTIONS: 24,902.72
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.399.08
11. Total Deductions (11) 26.301.80
647,985.18
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 5,000.00
642,985.18
14. Net Value of Estate Subject to Tax C14)
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
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
(1) 147, 000.00 NOTE: To insure proper
(2) 8,753.46 credit to your account,
.00 submit the upper portion
(3) of this form with your
(4) .00 tax payment.
(5) 18,090.66
(6) .00
(7) 500,442.86
(e) 674,286.98
00 X
(16) 640,985.18 X
C17) • 00 X
(la) 2, 000.00 X
OD _ .00
045_ 28,844.33
12 .00
15 _ 300.00
(19)= 29, 144.33
PAYMENT~~
DATE REC IPT
NUMBER DISCOUN (+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-31-2007 CD008626 526.32 10,000.00
02-28-2008 CD009357 .00 18,618.02
REV-1547 EX AFP C06-05)
DATE 05-05-2008
ESTATE OF HOWLEY EVELYN M
DATE OF DEATH 06-03-2007
FILE NUMBER 21 07-0554
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-04-2008
(See reverse side under Objeerions)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 29,144.34
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)