HomeMy WebLinkAbout07-25-08COMMONWEALTH OF PENNSYLVANIA
_ DEPARTMENT OF REVENUE
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,.,__ ., - NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES '. APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~- ' ,,
PO BoX 280601 1'' OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-85)
~~~g .~~~ ~~ ~~ ~ ~ 00 DATE 07-21 -2008
ESTATE OF ANDES ORPHA K
~~Ci~i„( i_)'; DATE OF DEATH 02-01-2008
o~p~.t~~~~i;jt`;i}~JC~,T FILE NUMBER 21 OS-0126
f~'' (;. P.~ COUNTY CUMBERLAND
SAMUEL L ANDESti'~'~ 'J ACN 101
PO BOX 168 APPEAL DATE: 09-19-2008
LEMOYNE PA 17043 (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 ANDES ORPHA K FILE N0. 21 08-0126 ACN 101 DATE 07-21-2008
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) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 4 7,18 3.92 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •~~ of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 127,54 9.81
6. .9ointly Owned Property (Schedule F) (6) 39,569.36
7. Transfers (Schedule G) (7) .0 0
e. Total Assets C8) 214, 303.09
APPROVED DEDUCTIONS AND EXEMPTIONS: 4,061.64
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.023.06
11. Total Deductions (11) 7.084.70
12. Net Value of Tax Return (12) 207,218.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 207,218.39
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 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 207,218.39 X 045 = 9,324.83
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) •0 0 X 15 = .00
19. Principal Tax Due
rwv rorr-rrc.
c19)= 9,324.83
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-01-2008 CD009639 466.24 9,324.83
TOTAL TAX CREDIT 9,791.07
BALANCE OF TAX DUE 466.24CR
INTEREST AND PEN. .00
TOTAL DUE 466.24CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. r €
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFt1ND_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)