HomeMy WebLinkAbout06-20-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
";"'~ ~',NY_1'L'hC'E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - gppftAISEMEN'F,'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - Of DEDU4~TI'ONS AND ASSESSMENT OF TAX
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HARRISBUIRG PA 17128-0601 REV-1547 EX AFP (06-05)
~~ l~ ~~a~ ~(~ ~~~ ~~; ~ ~ DATE 06-16-2008
ESTATE OF BARTHOLIC DOROTHY M
,,, ,_~ , ., DATE OF DEATH 07-10-2007
~'~ ~'f~ { ~- FILE NUMBER 21 08-0412
~,~~~ COUNTY CUMBERLAND
JOHN J MYERS ~'~ ~~+ ACN 101
ADAMS 8~ MYERS APPEAL DATE: 08-15-2008
1416 L I NCOL N WAY (See reverse side under Objections)
WHITE OAK PA 15131 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 ~
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REV-1547 EX AFP t03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARTHOLIC DOROTHY M FILE N0. 21 08-0412 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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) •QQ credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .DO tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 6,215.00
8. Total Assets Cg) 6, 215.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 6,521.00
9. 1=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,080.63
11. Total Deductions C11) 9.601.63
12. Net Value of Tax Return C12) 3, 386.63-
13. Charitable/Governmental Bequests; Non-elected 4113 Trusts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax C14) 3,386.63-
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 00 = . 00
lb. Amount of Line 14 taxable at Lineal/Class A rate C16) •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) •00 X 15 = .00
19.
.v rn Principal Tax Due
~ratrn _ C19)= .00
~~`PAY ~ NT~
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALC'.ULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YDU MAY BE Dl1F~
A RG FIINT crr nrvr., ..~ ---- --