HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,gPPR4A.,~IS;E.k~EN1Fx--/~L~WANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION `'-OF-L71~'IIU'CT~ON'S~IAND ASSESSMENT OF 'iAX
PO BOX 280601
F44RRISBURG PA 17128-0601 -,`~ ,~ 4 ~ J REV-1547 EX AFP C06-05)
DATE 06-03-2008
Z~~~B ~(~~'~ -6 PSI I2~ ~ (ESTATE OF PARK BARRY L
DATE OF DEATH 06-19-2007
JL~~.~ C1~ FILE NUMBER 21 07-0618
r~!nr,;,;, rYi~ nT COUNTY CUMBERLAND
TERRENCE J KERWIN ESQ Q~i i '~ ,7 t ~ '~'~~ ACN 101
,
KERWIN & KERWIN C~';` _.~~~ APPEAL DATE: 08-02-2008
4 2 4 5 RTE 2 0 9 (See reverse side under Objections
ELIZABETHVILLE PA 17023 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 PARK BARRY L FILE N0. 21 07-0618 ACN 101 DATE 06-03-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I. Real Estate (Schedule A)
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
cl) 304,606.28 NOTE: To insure proper
c2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 7, 103.37
c6)_ 11,000.00
cn 59,040.66
C8) 381 , 750 .31
APPROVED DEDUCTIONS AND EXEMPTIONS: 10,416.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 304.943.65
11. Total Deductions I11) 31~. F;9.6
12. Net Value of Tax Return C12) 66,390.66
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax ClG) 66,390.66
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
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 65,640.66 X 045 __ 2,953.83
17. Amount of Line 14 at Sibling rate (17) 750.00 X 12 _ 90.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due c19)= 3, 043.83
rex rocnTTe.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
D3-12-2008 CD009411 .00 3,043.83
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 3,043.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)