HomeMy WebLinkAbout06-20-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.-;-,; `~ 1~ ~t~6TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ ~'; App"~IS,~MENT, ALLOWANCE OR DISALLOWANCE
INHERITAINCE TAX DIVISION - "4
PO BOX 280601 _ -. V "OF ,DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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H ANTHONY ADAMS ~,~I-, ~ _ - ~`~'
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49 W ORANGE ST
SHIPPENSBURG PA 17257
REV-1547 EX AFP (06-05)
DATE 06-16-2008
ESTATE OF WELLER ERBY L
DATE OF DEATH 03-04-2007
FILE NUMBER 21 07-0241
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-15-2008
(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
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPR AISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE: OF WELLER ERBY L FILE N0. 21 07-0241 ACN 101 DATE 06-16-2008
TAX RETURN WAS: C 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) 260,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) I2) ,DD 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) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 4 0,54 3.97
6. Jointly Owned Property tSchedule F) C6) .OD
7. Transfers (Schedule G) C7) .00
8. Total Assets C8)
300,543.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
18,261.67
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C4)
10. Debts/Mortgage Liabilities/Liens (Schedule I) I 10) .00
11. Total Deductions C11) 18.26] .67
12. Net Value of Tax Return (12) 282,282.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 282, 282 • 30
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 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 282, 282 • 30 X 045 = 12, 702.70
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. Principal Tax Due C19)= 12,702.70
TAY /`D L-TTTC.
PAYM NT
DAl'E REC IPT
NUMBER DISCOUNT I+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-04••2008 CD009516 .00 12,702.70
BALANCE OF UNPAID INTERESTlPENALTY AS OF
* IF PA:[D AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
04-05-2008 TOTAL TAX CREDIT 12,702.70
BALANCE OF TAX DUE .00
INTEREST AND PEN. 306.81
TOTAL DUE 306.81
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT LS REQUIRED. _ \
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE 1
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