HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
1~07ZCE Qk` IN~IErRIYANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISE'tENfi, A4LDWp"~NC;E'OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCrION~1S'„AND`,'p$SESSMENT OF TAX
PD BOX 280601 -
HARRISBURG PA 17128-0601 [ REV-1547 EX AFP C06-05J
~~~8 ~~~~ `V ~~ ~~lA~ 06-03-2008
ESTATE OF THOMPSON CARRIE M
{~~~ U~ DATE OF DEATH 12-19-2007
J~S~~tt°~{~~ ('r~i,~~ILE NUMBER 21 08-0234
(;(_J o' ,_ ~~ ~},UNTY CUMBERLAND
CHARLES E PETRIE '''"AEId 101
3528 BRISBANE ST APPEAL DATE: 08-02-2008
H B G P A 17111 (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 E--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF THOMPSON CARRIE M FILE N0. 21 08-0234 ACN 101 DATE 06-03-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
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) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C)
(3)
.00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
lz.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts CSc:hedule J)
Net Value of Estate Subject to Tax
C13) . 00
C14) 30,425.82
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and I9 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) 30,425.82 X 045 = 1,369.16
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. Principal Tax Due C19)= 1,369.16
rex rornrrc.
PAYMENT
DATE RECEIP
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-03-2008 CD009361 68.46 1,300.70
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 1,369.16
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, 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.)
c5) 18 , 734.15
c6) 21 , 043.88
cn .00
CB) 39, 778.03
9,352.21
C9)
clo) .00
C11) 9.35 7
c12) 30,425.82