HomeMy WebLinkAbout07-01-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ~.^ ~r'~`(~,`~" ~~~ ~I~~• OF INHERITANCE TAX
../~y1~ ~ N~, ALLOWANCE OR DISALLOWANCE
~ ~(}» R'~ E ~ ~~T~'~NS AND ASSESSMENT OF TAX
2118 Jill. - I PM I ~ 06
~~ ~-t1
AMY M MOYA ~~~~~~ Wv„ p~
SUSAN E LEDERER LW OFC
4811 JONESTOWN RD 226
HBG PA 17109
C1) •00 NOTE: To insure proper
(2] 1,840.63 credit to your account,
C3) .DO submit the upper portion
of this form with your
(4) • 00 tax payment.
c5) .00
c6) .00
t7) 22.0,991.11
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 ~ _
------------------------ -------------------- _
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
--------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BENNIE THELMA E FILE N0. 21 08-0403 ACN 101
DATE 06-23-2008
TAX RETURN WAS: ~ X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
wrrKwlSED 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:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charit bl /
cs) 222, 831.74
c9) 15,457.69
clo) 1,15-43
(11) 16.613 1
t12) 206,218.62
a e Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 18 5,715.58
14. Net Value of Estate Subject to Tax 20,503.04
C14)
NOTE: If an assessoent 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) 20,503.04
16.
Amount
of
Line
14
taxable at
Lineal/Class A rate
C16)
.00 X
17.
Amount
of
Line
14
at Sibling
rate
C17)
.00 X
18.
Amount
of
Line
14
taxable at
Collateral/Class B rate
(18)
.00 X
19.
Principal
Tax Due X
E ~ NUMBER I INTEREST/PEN PAID (-) I AMOUNT PAID
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
REV-1547 EX AFP (06-05)
DATE 06-23-2008
ESTATE OF BENNIE THELMA E
DATE OF DEATH 07-10-2007
FILE NUMBER 21 08-0403
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-22-2008
(See reverse side under Objections)
Aeount Re~ftted
00 _ .00
045 = . 00
12 _ .00
15 _ .00
c19)= . 00
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1, 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.)