HomeMy WebLinkAbout07-01-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~~ 1J, ~y,'~} ' ~ ~' OF INHERITANCE TAX
INHERITANCE TAX DIVISION ~ ~`"~{ 'A~I~khS T, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 '~ ~~ fi~~€ 'II$~~~'~30NS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 "~ 1~4 ' `' V.
REV-1547 EX AFP C06-05)
~'~~~ ~U~ - ) PM ~t ~9 DATE 06-23-2008
ESTATE OF CLOUSER JOSEPHINE M
DATE OF DEATH 01-16-2008
~C~ ~ ~ FILE NUMBER 21 08-0154
ROGER B IRWIN ESQ ~~ ~„~ COUNTY CUMBERLAND
IRWIN & MCKNIGHT ACN 101
APPEAL DATE: 08-22-2008
6 0 W P O M F R E T S T (See reverse side under Objections )
CARLISLE PA 17013 Awount Rewitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --! RETAIN LOWER PORTION F
------------------------------------- OR YOUR REC
RDS ~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX AP O
PRAISEMENT, ALLOWANC _ _
--------------
E OR
DISALLOWANCE OF DEDUCTIONS AN D ASSESSMENT OF TAX
ESTATE OF CLOUSER JOSEPHINE M FILE N0
21 08 -0154
. ACN 101 DATE 06-23-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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) ~l) •00 NOTE: To insure proper
3. Closely Held Stock/Partner
hi ~2) 18 , 813 44
credit to your account,
s
p Interest (Schedule C) _~~
C3) submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C4) • 00
(5) 5 0,399 4 9 tax payment.
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G) c6) .00
8. Total Assets to .00
cs) 69,212.93
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 4,9 29.60
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions c10) 7.204 07
12. Net Value of Tax Return C11) _ 77'l3; 67
13. Charitable/Governmental Bequests; Non-elected 9113 Tr
t 5 7,079
us
14. Net Value of Estate Subject to Tax s (Schedule J) (13) .00
c14) 57, 079.26
NOTE: If an assesswent was issued previously, lines
reflect figures that incl
d 14, 15 and/or 16, 17, 18 and 19 will
u
e the total of ALL
ASSESSMENT OF TAX: returns assessed to date.
15. Amount of Line 14 at Spousal rate (15) .00
00
16. Amount of Line 14 taxable at Lineal/Class A rate X16)
17 X
57,079.26 X 045 _ .00
_ 2
568
57
. Amount of Line 14 at Sibling rate C17) .00
1 2 .
,
18. Amount of Line 14 taxable at Collateral/Class B rate C18) X
.00
15 = .00
19. Principal Tax Due X = .00
C ITS: c19)= 2,568.57
A ME T
DATE R CEIP DISCOUN (+)
04-16-2008 NUMBER
CD009575 INTEREST/PEN PAID C-) AMOUNT PAID
128.43
2,440.14
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 2,568.57
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)