HomeMy WebLinkAbout07-01-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
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HARRISBURG PA 17128-0601
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~;"•'!' ~` 'la~''.Q!~I~I~;TIONS AND ASSESSMENT OF TAX
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JILL M WINEKA ESp ~~~ CQ,, RA
PURCELL ETAL
1719 N FRONT ST
HBG PA 17102
cl) .00
c2) 26.46
c3) .00
(4) .00
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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HARVEY SUSAN L FILE N0. 21 08-0101 ACN 101 DATE 06-23-2008
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Hank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
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.
c5) 553.32
c6) 37,497.93
(7) 260,570.05
~$) 298,647.76
APPROVED DEDUCTIONS AND EXEMPTIONS: 29,107.53
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
clo) 2,276.55
C11) 31.384.08
c12) 267,263.68
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
c13) . 00
c14) 267,263.68
NOTE: If an assesssent 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) 267,263.68 X 045 = 12,026.87
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)= 12, 026.87
rex rv rnTrc.
PAYMENT
DATE REC I
NUMBER S (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-27-2008 CD009461 601.34 12,000.00
DATE 06-23-2008
ESTATE OF HARVEY SUSAN L
DATE OF DEATH 12-29-2007
FILE NUMBER 21 OS-0101
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-22-2008
(See reverse side under Objections)
Amount Rewitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 12,601.34
BALANCE OF TAX DUE 574.47CR
INTEREST AND PEN. .00
TOTAL DUE 574.47CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 41, NO PAYMENT IS REQUIRED.
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 FDR INSTRUCTIONS.)