HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~',C`, I~7Y'CE ,~ •I:NHERITANCE TAX:
BUREAU OF INDIVIDUAL TAXES AP~?~21~XSEMENT,'~iLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 'bE',D~~fUE]'IONS ''AND ASSESSMENT OF TAX
PO BOX 280601 - -
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
?Q~~ ~~~~ -~ ~~ ~~; ~ DATE 06-03-20D8
ESTATE OF GRIMSLEY LDUISE S
l,~ ~~'{~ ni DATE OF DEATH 11-29-2007
~F~~~v~~~~ r,,~~,~T FILE NUMBER 21 D7-1144
~~~~~,•_ ,r~ .; ~~ COUNTY CUMBERLAND
JANET A STITELER ~ ACN 101
1832 RIDGEVIEW DR APPEAL DATE: 08-02-2008
CARL ISLE PA 17013 (See reverse side under Objections)
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 GRIMSLEY LOUISE S FILE N0. 21 07-1144 ACN 101 DATE D6-03-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: pRIGINAL RETURN
1. Real Estate (Schedule A) (1) .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) 66,757.0 0
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers [Schedule G) (7) .0 0
8. Total Assets (8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
66,757.00
APPROVED DEDUCTIONS AND EXEMPTIDNS:
500.00
9. Funeral Expenses/Adm. CostslMisc. Expenses tSchedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) •00
11. Total Deductions C11) 544-00
12. Net Value of Tax Return C12) 66,257.00
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
14. Net Value of Estate Subject to Tax (14) 66,257.00
NOTE: If an assessment was issued previously, lines 14, 15 andlor 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
'00
15. Amount of Line 14 at Spousal rate C15) X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X
17. Amount of Line 14 at Sidling rate (17) •00 X
18. Amount of Line 14 taxable at CollaterallClass B rate (18) 66,257.00 X
19. Principal Tax Due
TAY f DCTTTC.
00 =
00
045 = . 00
12 _ .00
15 _ 9,939.00
c19)= 9,939.00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT +)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-25-2008 CD009344 446.95 9,442.00
05-27-2008 SBADJUST .00 .05
TOTAL TAX CREDIT 4,939.00
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 81, ND PAYMENT IS REQUIRED. `
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)