HomeMy WebLinkAbout05-30-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - - ;/tpP$A,ISE,MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _'bF BEAUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601 _„ ~ ~ REV-1547 EX AFP (06-05)
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DATE 05-26-2008
~~~~ ~~r •~® P~ ~ ~~ ESTATE OF REESER LOILLE S
DATE OF DEATH 09-17-2007
(~~ ~~,~ „- FILE NUMBER 21 07-0953
~r~ ~~ `,r~~'r~,ll~.,~ COUNTY CUMBERLAND
EDMUND G MYERS ~„ I r _ u+~` ~~ ` ACN 101
JOHNSON DUFFIE ,,~~'~, APPEAL DATE: 07-25-2008
P 0 BOX l 0 9 (See reverse side under Objections )
LEMOYNE PA 17043 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F _ __________
REV-1547 EX AFP (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF REESER LOILLE S FILE N0. 21 07-0953 ACN 101 DATE 05-26-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 149, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2)_ 341 , 699.66 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 7,664.75
6. Jointly Owned Property (Schedule F) C6) 9, 091 .53
7. Transfers (Schedule G) (7) .0 0
8. Total Assets ($) 507,455.94
APPROVED DEDUCTIONS AND EXEMPTIONS:
18,975.61
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 13.505.63
11. Total Deductions (11) 32.481 _94
12. Net Value of Tax Return (12) 474, 974.70
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 474,974.70
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 (`DCnTTC.
(15)
.00 X
(16) 474,974.70 X
(17) • 00 x
(18) • 00 X
00 = .00
045_ 21,373.86
12 _ .00
15 _ .00
(19)= 21,373.86
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-26-2008 CD009464 .00 21,373.86
TOTAL TAX CREDIT 21,373.86
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PE1ID 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" (CR), YOU MAY BE DUE
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