HomeMy WebLinkAbout07-01-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTME~N`T~ OF REVENUE
BUREAU OF INDIVIDUAL TAXES '~ij~~`~~~~}LBWANCETORCDISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 t ^4R~t'I~6~IIgQ"F~O'I,i~~ aRD ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 ~ ~ REY-1547 EX AFP C06-05)
t~~~ ~UL _, P1~ ~1 o~ATE 06-23-2008
ESTATE OF WINKLEMAN SR THOMAS B
l1 DATE OF DEATH 12-19-2007
~~ Qr FILE NUMBER 21 08-0034
ROBIN V MCNEAL ~~~~,SA Ci~R~ COUNTY CUMBERLAND
6208 ELMER AVE ~M$~~~4~ ~'~~~ ~ ACN 101
APPEAL DATE: OS-22-2008
HBG PA 17112 (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 !-~ --------------
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WINKLEMAN SR THOMAS B FILE N0. 21 08-0034 ACN 101 DATE 06-23-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
~l) 6,500.00
cz) .00
c3) .00
c4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
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
c5) 5,964.49
c6) .00
c7) .00
ce) 12,464.49
APPROVED DEDUCTIONS AND EXEMPTIONS:
4,049.26
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens [Schedule I) C10) 637.4 6
11. Total Deductions (11) 4.686.72
12. Net Value of Tax Return (12) 7'777'77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 7, 777 • 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) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 7,777.77 X 045 = 350.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due C19)= 350.00
~rwv rornrTC.
PAYM N
DATE RECEIPT
NUMBER DISCOUN C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-04-2008 CD009502 .00 350.00
TOTAL TAX CREDIT 350.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TDTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C 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.)