HomeMy WebLinkAbout05-30-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.+~ i ~;'_ _NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES. _ ~ ~ APPRAiSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF'DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - 4n ~ _
HARRISBURG PA 17128-0601 ' "'"
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PATRICK WALKER
~~
WALKER & ASSOCS
134 JOHN R THOMAS DR
EXTON PA 19341
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT Al_ONG THIS LINE -°• RETAIN LOWER PORTION FOR YOUR RECORDS l--~
REV-1!i47 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WALKER CLARE M FILE N0. 21 07-1154 ACN 101 DATE 05-26-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRA]:SED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,OD credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. CashlBank DepositslMisc. Personal Property (Schedule E) C5) 5,222.57
6. Jointly Owned Property (Schedule F) (b) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets (g) 5,222.57
APPROVED DEDUCTIONS AND EXEMPTIONS: 5,OOD.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 5.000.00
12. Net Value of Tax Return (12) 222'57
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 307,840.46
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
.v nnrr~rrn _
C15) .00 X
C16) 307,840.46 X
(17) .00 X
C18)
00 _ .00
045_ 13,852.83
12 _ .00
15 _ .00
(19)= 13,852.83
PAYM NT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-28-2008 CD009239 692.14 13,150.67
02-26-2008 CD009352 .00 10.02
REV-1547 EX AFP (06-05)
DATE 05-26-2008
ESTATE OF WALKER CLARE M
DATE OF DEATH 11-19-2007
FILE NUMBER 21 07-1154
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 13,852.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
.00 X
* 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 DUE
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