HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_,~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~!, r APBRAISEMENT, ALLOWANCE OR DISALLOWANCE
~. .. _ '
INHERITANCE TAX DIVISION - - - OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - - -
HARRISBURG PA 17128-0601 ~ REV-1547 EX AFP (06-05)
~~~~ ~,~~,~ _6 P~"~~~~ ~' DATE 06-03-2008
ESTATE OF ADAMS MILDRED E
DATE OF DEATH 07-17-2007
ri ~ ;~ \~
vi_~r~~ Vi FILE NUMBER 21 07-1125
Q~~; r `~`~ ~ ~~~,~T COUNTY CUMBERLAND
JAMES D FLOWER ~R!, ESQ ;` ~' , Pfd, ACN 101
SAIDIS ETAL APPEAL DATE: 08-02-2008
2 6 W H I G H S T (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 ~
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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 ADAMS MILDRED E FILE NO. 21 07-1125 ACN 101 DATE 06-03-2008
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 28,302.12 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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,095.47
6. Jointly Owned Property (Schedule F) (6) 107,385.00
7. Transfers (Schedule G) (7) .00
8. Total Assets ($) 136,782.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
15,179 .19
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 15.179.19
12. Net Value of Tax Return C12) 121,603.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 121,603.40
NOTE: If an assessment was issued previously, l ines 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 (15) 121,603.40 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 04 5 = .0 0
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)= .00
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCAUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
4
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (8-8A7 ~
INHERITANCE TAX
~~ EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME FILE NUMBER
Adams, Mildred 2107-1125
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Total on Schedule B was not correctly carried forward to recapitulation page.
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