HomeMy WebLinkAbout06-20-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~, ~ PIQT,TCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `-AP~RAIS~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX OIYISION ',-`.~ OF' DE~bIUC'TIONS AND ASSESSMENT OF TAX
PO BOX 280601 _~ _.. ~ a -~-.
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
~~~~,~ uj~at ~~ ~4~1 ~; , ~ DATE 06-16-2008
ESTATE OF MARTIN H A
DATE OF DEATH 03-08-2007
(~~ ~~~'
,
FILE NUMBER 21 07-0251
~~fj ' ~~` ` ~`-'~~ COUNTY CUMBERLAND
JAMES D FLOWER JR ~{,~~,`f' ,'. ~ra~ ACN 101
SAIDIS ETAL APPEAL DATE: 08-15-2008
26 W HIGH ST (See reverse side under Objections)
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE: OF MARTIN H A FILE N0. 21 07-0251 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
1. Real Estate (Schedule A)
BASED ON: SUPPLEMENTAL RETURN N0. O1
cl) .00
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests;
14. Net Value of Estate SubJect to Tax
Cz) .00
c3) .00
c4) .00
cs) 18,032.65
c6) .00
C7) - - - - - .00
cs)
NOTE: To insure proper
credit to Your account,
submit the upper portion
of this form with your
tax payment.
18,032.65
375.00
C9)
clo) .00
(11) 37.00
c1z) 17, 657.65
Non-elected 9113 Trusts (Schedule J) C13) .00
C14)
2,281,905.24
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.
ASSESSIMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate C17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 2,281,905.24 X 15 = 342,285.78
14. Principal Tax Due
rwv rornrr~. C19)=
342,285.78
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
06-07-2007 CD008267 16,868.42 320,500.00
09-21-2007 CD008728 .00 2,269.22
04-02~-2008 CD009447 60.62- 2,709.27
TOTAL TAX CREDIT 342,286.29
BALANCE OF TAX DUE .51CR
INTEREST AND PEN. .00
TOTAL DUE .51CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT LS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE(""
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