HomeMy WebLinkAbout07-01-08 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT R BLACK
LANDIS K BLACK
36 S HANOVER ST
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
rr r.• ,
-,~ ~~_' i 1~,)"N'O~S.~OF INHERITANCE TAX
J-~PR~A ~SfM~ ~; ~ ALLOWANCE OR DISALLOWANCE
~',a_,~ v ~ ~ ~DU~~I'DNS AND ASSESSMENT OF TAX
2~Q~ JUL - I PH I ~ Q5
~I~ ~~
(~t,~UER~~ayk7 GO., PA
PA 17013
cl) 127,000.00
c2) .00
c3) .00
c4) .00
t5)_ 26.397.84
c6) 72, 032.08
c7) .00
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~1 R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NICHOLS DORIS G FILE N0. 21 07-0698 ACN 101 DATE 06-23-2008
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 (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stack/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
APPROVED DEDUCTIONS AND EXEMPTIONS:
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 225,429.92
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 20,380.04
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,922.03
11. Total Deductions (11) 7 .;0 _ 07
12. Net Value of Tax Return (12) 203, 127.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 203, 127.85
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 X15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 198,127.85 X 045= 8,915.75
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) 5, 000.00 X 15 _ 750.00
19. Principal Tax Due c19)= 9,665.75
TAX CRFIITTS.
AYM NT
DATE RECEIPT
NUMBER SCOUNT +)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-04-2007 CD008780 368.42 7,000.00
04-04-2008 CD009505 .00 2,000.00
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
DATE 06-23-2008
ESTATE OF NICHOLS DORIS G
DATE OF DEATH 07-12-2007
FILE NUMBER 21 07-0698
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-22-2008
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
IuIAL IAJC CREDIT 9,368.42
BALANCE OF TAX DUE 297.33
INTEREST AND PEN. 4.97
TOTAL DUE 302.30
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED. \
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)