HomeMy WebLinkAbout07-14-08COMMONWEALTH OF PENNSYLVANIA
TMEN;T OF REVENUE
F
BUREAU OF INDIVIDUAL TAXES ~t~TIGrE QF INHERITANCE TAX
INHERITANCE TAX DIVISION QPp~SE,~.~iE~Tj,_jkLLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ))((~~ ~ij' }g~ p ~j C REV-1547 EX AFP (06-05)
DATE 07-07-2008
1 t~~~t~ ESTATE OF PORTER PATRICIA S
~r4.Cl~R (.~~ DATE OF DEATH 06-19-2007
ORF~t1"`~~S v~v~T FILE NUMBER 21 07-0626
COUNTY CUMBERLAND
CHARLENE FEUCHTENBERGER ACN 101
ORRSTOWN BANK APPEAL DATE: 09-05-2008
P O BOX 2 5 0 (See reverse side under Objections )
SHIPPENSBURG PA 17257 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --~1 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 PORTER PATRICIA S FILE N0. 21 07-0626 ACN 101 DATE 07-07-2008
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) (1) 1 00.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 269,595.96
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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 44,972.23
6. Jointly Owned Property (Schedule F) C6) 105, 885.00
7. Transfers (Schedule G) C7) 279, 008.46
8. Total Assets C8)
699,561.65
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
38,611.67
(9)
tlo) 4.927.21
(11) 43.F38.88
c12) 656, 022.77
C13) .00
c14) 656, 022.77
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) •0 0 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 656,022.77 X 045 = 29,521.02
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)=
29,521.02
rwv rocnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-12-2007 (0008683 1,216.10 23,105.84
03-17-2008 (0009423 .00 4,939.13
INTEREST IS CHARGED THROUGH 07-22-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 29,261.07
BALANCE OF TAX DUE 259.95
INTEREST AND PEN. 6.24
TOTAL DUE 266.19
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~.-
w orriiun c~C REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)