HomeMy WebLinkAbout05-30-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_N,OTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES i,''~ ~ r -
INHERITANCE TAX DIVISION _ i IAPbRAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 - OF, DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 __. ~-
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ROGER B IRWIM E kh ~', ~~},
IRWIN & MCKNIGH~~'
60 W POMFRET ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-15~47 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE: OF LUSTICK JEANNETTE E FILE N0. 21 07-1147 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) 157, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,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) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 39,352.8 3
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .0 0
8. Total Assets fig) 196,352.83
APPROVED DEDUCTIONS AND EXEMPTIONS: 20,411.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 8 3.313.03
11. Total Deductions C11) 103.724.03
12. Net Value of Tax Return C12) 92, 628.80
13. CharitablelGovernmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 92, 628.80
N07E: 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 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 92,628.80 X 045 = 4, 168.30
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due
T~V f•~~TTTL.. C19)= 4, 168.30
"PAYMENT
DA'iE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-07-2008 CD009394 208.41 3,959.88
05-19-2008 SBADJUST .00 .O1
REV-1547 EX AFP (06-05)
DATE D5-26-2008
ESTATE OF LUSTICK JEANNETTE E
DATE OF DEATH 12-12-2007
FILE NUMBER 21 07-1147
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-25-2008
{See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 4,168.30
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" (CR), YOU MAY BE DUE
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