HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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~~ t~\~,~~"'~r~ l~-~ ,~~ l_: NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAX~§ ~'~- _ AP~~tAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION .i_`'~` •<., ~.~~, '( pF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 t_.+.a'-J 1 l_~.
HARRISBURG PA 17128-0601
248 ~A`( -9 ~~ 11 ~ 23
CLERK CFA
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JAMES D FLOWEI~~rII~~ ~`E$Q ~'' Q
SAIDIS ETAL
26 W HIGH ST
CARLISLE PA 17013
REY-1547 IX AFP (06-05)
DATE 05-05-2008
ESTATE OF FLOWER ALICE Z
DATE OF DEATH 03-04-2007
FILE NUMBER 21 07-0958
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 ~ 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 FLOWER ALICE Z FILE N0. 21 07-0958 ACN 101 DATE 05-05-2008
TAX RETURN WAS: (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) 1 96,44 0.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2J ,00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (e) 196,440.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 70.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 70.0
196,370.00
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13)
196,370.00
14. Net Value of Estate Subject to Tax (14)
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 (16) 196,370.00 X 045. 8,836.65
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 (19)= 8,836.65
TAX CR D TS•
PAYMEN RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
02-25-2008 CD009348 142.17- 8,978.82
BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-26-2008 TOTAL TAX CREDIT 8,836.65
BALANCE OF TAX DUE .00
INTEREST AND PEN. 5.09
TOTAL DUE 5.09
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D UE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR I NSTRUCTIONS.)