HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
F"_n~` ~~~~."'1 ~+4 ~` •. NOTICE OF INHERITANCE TAX
TI~XE'S ~ ~.,` ~+~ APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
`,~..~ ~`i .:+ -`-=0F DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP C06-05)
DATE 05-05-2008
ESTATE OF BALL SCOTT R
DATE OF DEATH 08-27-2007
FILE NUMBER 21 07-1000
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-04-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
2Q"~ SAY -9 AM 11 ~ 23
CLARK ~JF
~RRF~gn~'~ CURT ~
GARY M LIGHT'pl4t~' E~q
LIGHTMAN WELBY
2705 N FRONT ST
HBG PA 17110
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 DF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BALL SCOTT R FILE N0. 21 07-1000 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
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 12,599.72
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 12, 599.72
APPROVED DEDUCTIONS AND EXEMPTIONS:
775.35
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 775.35
12. Net Value of Tax Return (12) 11,824.37
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 11,824.37
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
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-]
AMOUNT PAID
c15) 11,824.37 X 00 _ .00
n6) .00 X 045 _ . 00
c17) .00 X 12 _ .00
C18) .00 X 15 _ .00
c19)= • 00
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C 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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)