HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ^r,-4^~ - NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAX .(..~~,, J'~~ i_)~'"ii r '
)il'PP ISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ;~,i'-r t j _ i',-,,"i~ p~: DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~;_,:~, ,_~ i ut
HARRISBURG PA 17128-0601 -
2Q48 l~AY -9 AM I l ~ 23
CLERIC ~~ R
OP~FHP ~`' ~ ~ „U ~7~?
~~,.
GERALDINE E 0 ~~~ ~- ~~
251 H ST
CARLISLE PA 17013
REV-1547 EX AFP (06-05)
DATE 05-05-2008
ESTATE OF OWENS ROBERT L
DATE OF DEATH 01-03-2008
FILE NUMBER 21 08-0039
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 ~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OWENS ROBERT L FILE N0. 21 08-0039 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
(1) .00 NOTE: To insure proper
C2) ,00 credit to your account,
.00 submit the upper portion
(3) of this form with your
(4) .00 tax payment.
(5) 3,656.62
(6) .00
(7) .00
(8) 3,656.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
4,807.71
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 4.807.71
1,151.09-
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 1, 151 .09-
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 C15) •00 X 00 = .DO
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 045 . .00
17. Amount of Line 14 at Sibling rate (17) .00 )( 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due (19). .00
rwv rornrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUN (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81. NO PAYMENT IS REQUIRED. i
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE C
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)