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HomeMy WebLinkAbout07-01-08 (2) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIV NOTICE OF INHERITANCE TAX r~pg~~•~E d'~LLOWANCE OR DISALLOWANCE ,'~~ • -rhl ISION t~7 ! ~ ' D~~~f~NS AND ASSESSMENT -` ~ - ~~ PO BOX 280601 HARRISBURG PA 17128-0601 _ _ OF TAX jeV~'i } 5~' < <~ ~ J ~ ~{ ~ Ji .?~} ~. REV-1547 EX AFP CD6-05) DATE 06-23-2008 ZOOS J11L ' ~ PM ~ _ OS ESTATE OF ADAMS SANDRA L DATE OF DEATH 11-06-2007 C-~.~QF FILE NUMBER 21 07-1068 SHE QRPHA{~rS CST COUNTY CUMBERLAND LLY J KUNKEL WION ~ ACN 101 ~~Q ~ Q ETAL , „ APPEAL DATE: 08-22-2008 10 9 L 0 0 0 S T S T (See reverse side under Objections HBG PA 17101 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALON_6 THIS LINE --- - ~ 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 ADAMS SANDRA L FILE N0. 21 07-1068 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 Stock/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: cl) .00 Cz) .00 c3) .00 c4) .00 cs) 15,472.70 t6) .00 c7) .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. ~$) 15,472.70 9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) fig) 14,395.06 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 17.257 .95 11. Total Deductions C11) 3 .6~~.01 12. Net Value of Tax Return (1z) 16,180.31- 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00 14. Net Value of Estate Subject to Tax C14) 16,180.31- NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect fiHures 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) .00 X 04 5 _ .00 17. Amount of Line 14 at Sibling rate X17) .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)= .00 TAX CREi)TTS~ A T DATE ECE PT NUMBER DISCOUNT (+ INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN B1, NO PAYMENT IS REpUIRED. ~ FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUt~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)