HomeMy WebLinkAbout05-16-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-D601
,f'~ ; ~ NOTICE OF INHERITANCE TAX
TAXES " " `~ppRAISEMENT, ALLOWANCE OR DISALLOWANCE
, Y ,i~ AF DEDUCTIONS AND ASSESSMENT OF TAX
2008 t9AY 16 PM 4~ 13
CLERK OF
~~++~~ORI~HAN`S COURT
BENJAMIN J BW~.tE~~~i~~~ CO , FA
BUTLER LAW FIRM
PO BOX 1004
HBG PA 17108
REV-1547 EX AFP (06-05)
DATE 05-12-2008
ESTATE OF PEAIR DOLORES E
DATE OF DEATH 06-06-2007
FILE NUMBER 21 07-0583
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-11-2008
(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 _ ~ R_ETA_IN LOWER POR_TION_ 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 PEAIR DOLORES E FILE N0. 21 07-0583 ACN 101 DATE 05-12-2008
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
(2) .00 credit to your account,
submit the upper portion
(3) .00 of this form with your
C4) . DO tax payment.
(5) 3,242.00
C6) 225,803.99
(7) 24, 000.00
(8) 253, 045.99
APPROVED DEDUCTIONS AND EXEMPTIONS: 17,949.67
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8,035.00
11. Total Deductions (11) 25 • 984.67
227, 061 .32
12. Net Value of Tax Return (12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
x
t t
T
S
b
f E
t
t (14) 227, 061 .32
14. jec
o
a
u
s
a
e
Net Value o
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:
•00
00
.00
15. Amount of Line 14 at Spousal rate C15) =
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 227,061.32 X 045 = 10,217.76
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
19 al Tax Due
ci
P
i (19)= 10,217.76
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, ~...
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 05-27-2008 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 10,217.76
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 160.87
TOTAL DUE 10,378.63
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)