HomeMy WebLinkAbout07-01-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
t OTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES i b~~~~ ~ ~OJJANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~~ ~ ~~IIND ASSESSMENT OF TAX
PO BOX 280601 ' ~~,f P°
HARRISBURG PA 17128-0601 ti's L' ~ ~ ~.4(,a,. REV-1547 IX AFP C06-05)
~~~$ ~V~ _ ~ Ph '. DATE 06-30-2008
~~ ESTATE OF PEECHATKA LILLIAN M
DATE OF DEATH 01-15-2008
~~(~ FILE NUMBER 21 08-0192
~ COUNTY CUMBERLAND
WALTER N PEECHATKA ~~ ~ ACN 101
5 LANTERN LN APPEAL DATE: 08-29-2008
CAMP H I L L PA 17 011 (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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PEECHATKA LILLIAN M FILE N0. 21 08-0192 ACN 101 DATE 06-30-2008
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) I2) 38 , 147.68
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) ~3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1 5,118.34
6. Jointly Owned Property (Schedule F) (6) .00
7. Transters (Schedule G) (7) .00
8. Total Assets C8) 53,266.02
APPROVED DEDUCTIONS AND EXEMPTIONS:
10,142.30
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.265.24
11. Total Deductions C11)
14.407.54
12. Net Value of Tax Return C12) 38,858.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) •00
14. Net Value of Estate Subject to Tax C14) 38,858.48
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 (15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 38, 858.48 X 045 = 1 , 748.63
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 (19)= 1,748.63
rex ro, enrre.
A M NT
DATE RECEIPT
NUMBER SCOUNT +)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-15-2008 (0009559 87.43 1,661.20
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TOTAL TAX CREDIT 1,748.63
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 S1, 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 FOR INSTRUCTIONS.)