HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
i' ^~ 1''l^r, i'1 (~ !;~~ •1'1'OTICE OF INHERITANCE TAX
I-` ' ~ '~'-' `-~API~IZ'AISEMENT, ALLOWANCE OR DISALLOWANCE
.~" ~ ~ _, ~ - OF~;DEbUCTIONS AND ASSESSMENT OF TAX
Z~QB PLAY -9 AM i I ~ 23
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OR~P~-f,~~+'S C~liRT
JAMES M ROBINSO~{i..~.~y °~_,'`'`,`~' '~-'~ ~~
TORO LAW OFFICES
28 S PITT ST
CARLISLE PA 17013
REY-1547 EX AFP C06-05)
DATE 05-05-2008
ESTATE OF ADAMS DONALD L
DATE OF DEATH 12-22-2007
FILE NUMBER 21 08-0001
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-04-2008
(See reverse side under Objections)
Asount 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 ADAMS DONALD L FILE N0. 21 08-0001 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
C1) .00 NOTE: To insure proper
I2) .00 credit to your account,
00 submit the upper portion
(3) . of this form with your
C4) .00 tax payment.
C5) 85,378.40
C6) .00
C7) 2,400.00
C8) 87,778.40
APPROVED DEDUCTIONS AND EXEMPTIONS: 4,848.17
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
clo) . 00
(11) 4.848.17
c12) 82,930.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 82, 930.23
NOTE: If an assessuent 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)
16. Amount of Line 14 taxable at Lineal/Class A rate C16)
17. Amount of Line 14 at Sibling rate C17)
18. Amcunt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
rex ra~nrrc.
.00 X
82,930.23 X
.00 X
.00 X
00 _ .00
045_ 3,731.86
12 .00
15 .00
C19)= 3, 731 .86
PAYMENT
DATE R CEIPT
NUMBER ISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-06-2008 CD009261 186.59 3,545.27
TOTAL TAX CREDIT 3,731.86
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS RE4UIRED.
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.)