HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAKES }~,~~~ nt-`r;(,`Af~PRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ _, rOF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 i ~ j~ ,
HARRISBURG PA 17128-0601 '-'`''' `" ~ ~"' ` ' "' REY-1547 EX AFP C06-05)
2~~$ ~~~ _g A~ (~ ~ ~~ DATE 05-05-2008
ESTATE OF SUTHERLIN DOROTHY G
DATE OF DEATH 05-25-2007
t~ C~~~4~ C~ FILE NUMBER 21 07-0557
QRPFf~r,~`v~ti G~?UP,T COUNTY CUMBERLAND
DAVID H RAD~~a~lSQ~r? `~;! ~ D~ ACN 101
RADCLIFF LAW OFFICE APPEAL DATE: 07-04-2008
1011 M U M MA R D S T E 2 01 (See reverse side under Objections
LEMOYNE PA 17043 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SUTHERLIN DOROTHY G FILE N0. 21 07-0557 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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 40 2,34 5.2 9 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) C5) 2 7,24 7.97
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 429,593.26
APPROVED DEDUCTIONS AND EXEMPTIONS: 19,586.98
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.147.4 7
11. Total Deductions (11) 70.7~4.4~
12. Net Value of Tax Return (12) 408,858.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 408,858.81
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 (15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 408,858.81 X 045 = 18,398.65
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) •00 X 15 _ .00
19. Principal Tax Due (ly)= 18,398.65
rex rornrTC.
AYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-18-2007 CD008572 919.93 18,000.00
TOTAL TAX CREDIT 18,919.93
BALANCE OF TAX DUE 521.28CR
INTEREST AND PEN. .00
TOTAL DUE 521.28CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)