HomeMy WebLinkAbout07-14-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r ;.~,.,. OT,{,Gjr`~~ ,J~NHERITANCE TAX
BUREAU DF INDIVIDUAL TAXES gppRil,I,~N'7(•_Q[tLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISIDN
PO BOX 280601 ' PF; ~T~DiI¢TiON$ ~QND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~" '~ " " ~`"` "'`~" REV-1547 EX AFP (06-05)
~~~~t ~~~E 14 PM lZ~ ,~3DATE 07-07-2008
ESTATE OF LEBO MELVA M
DATE OF DEATH 07-11-2007
~~~}~1(~ Q~ FILE NUMBER 21 07-0691
Q~~ f~~ ~ f~~URT COUNTY CUMBERLAND
JAMES M ROBINSON ~~~' °~~~"~ "'r' "f1 ~~ ACN 101
TURD LAW OFCS APPEAL DATE: 09-05-2008
2 8 S P ITT 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 F--
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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 LEBO MELVA M FILE N0. 21 07-0691 ACN 101 DATE 07-07-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate lSchedule A) C1) 117,000.00 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)
.0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5 7,986.93
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets Ie) 174,986.93
APPROVED DEDUCTIONS AND EXEMPTIONS:
13,589.09
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.761.90
11. Total Deductions C11) ) S • 3~0 . 99
12. Net Value of Tax Return C12) 156, 635.94
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) (13) •0 0
14. Net Value of Estate Subject to Tax (14) 156,635.94
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 (15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 04 5 = .00
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) 156,635.94 X 15 = 23,495.39
19. Principal Tax Due C19)=
23,495.39
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PAYMENT
DATE R CEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-] AMOUNT PAID
04-14-2008 CD009545 .00 23,495.39
BALANCE OF UNPAID INTEREST/PENALTY AS OF 04-15-2008 TOTAL TAX CREDIT 23,495.39
BALANCE OF TAX DUE .00
INTEREST AND PEN. 13.53
TOTAL DUE 13.53
* IF PAID AFTER DATE INDICATED, SEE REVERSE C 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
e vcciiNn_ sEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)