HomeMy WebLinkAbout06-20-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
""' '' .`N~1T?;~E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES T Ap~kAYS9E'MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION TIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ - .` .--;0~ DE1,3~C
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~~~~ ~~~# ~~ ~ ~: 4 ~ DATE 06-16-2008
ESTATE OF MANN LORRAINE D
.,~ DATE OF DEATH 01-10-2008
vL~~'tt~ ~.Jr
d~C„phi,,., n, FILE NUMBER 21 08-0059
1 ' ~ ~'~~~ COUNTY CUMBERLAND
ROGER B IRWIN ESQ ~l,!~, ^ ~' ~~~
ACN 101
IRWIN & MCKNIGHT APPEAL DATE: 08-15-2008
60 W POMFRET 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 ~-! RETAIN LOWER PORTION FOR YOUR RECORDS E~
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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 MANN LORRAINE D FILE N0. 21 08-0059 ACN 101 DATE Ob-16-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 150,000.00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 14,500.4 2
6. Jointly Owned Property (Schedule F) (6) .00
?. Transfers (Schedule G) (7) .00
8. Total Assets C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
164,500.42
APPROVED DEDUCTIONS AND EXEMPTIONS:
33,015.20
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. :Debts/Mortgage Liabilities/Liens tSchedule I) C10) 4 2.151.91
11 . Total Deductions C11) ~~ •) 67 -) )
12. Net Value of Tax Return C12) 89,333.31
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax C14) 89,333.31
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 0D = . 00
16. Amount of Line 14 taxable at LineallClass A rate C16) 89,333.31 X 045 = 4,020.00
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 (19)= 4,020.00
rwv rorr~rrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOU (+)
INTEREST/PEh PAID (-)
AMOUNT PAID
04-08-2008 CD009522 201.00 3,819.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CAL(:ULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 4,020.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU Mnv ac nne
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