HomeMy WebLinkAbout07-25-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ' ?'~~~ pPf~RAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION "_. - OF'•DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 f -' ~ - '
ZGQ9 J~! 25 ~~ 1 ~ 04
Q~P~~'z1~ ~ f,v,J~T
JOEL CENTRE 44 ip,,,,, , ,'~ , ~~
1438 RAVEN HILL~'~tb
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ ---------------
REV-1547 EX AFP (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CENTRE DAVID FILE N0. 21 OS-0264 ACN 101 DATE 07-21-2008
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)
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
C1) .00 NOTE: To insure proper
(2) •00 credit to your account,
00 submit the upper portion
C3) . of this form with your
~4) .00 tax payment.
~5) 3, 917.00
C6) 2,539.57
c7) .00
c8) 6,456.57
APPROVED DEDUCTIONS AND EXEMPTIONS: 1,571.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
1D. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3,35 7.80
11. Total Deductions (11) 4.928.80
X12) 1,527.77
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
T
t t
S
b X14) 1,527.77
14. o
ax
u
jec
Net Value of Estate
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:
00
00
.00
15. Amount of Line 14 at Spousal rate X15) . X =
16. Amount of Line 14 taxable at Lineal/Class A rate (163 1,527.77 X 045 . 68.75
17. Amount of Line 14 at Sibling rate (17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 1 5 = .00
T D X19)= 68.75
19. Principal ax ue
IAA VRGLi1J-
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-21-2008 CD009599 3.44 65.31
REV-1547 EX AFP (06-05)
DATE 07-21-2008
ESTATE OF CENTRE DAVID
DATE OF DEATH 02-24-2008
FILE NUMBER 21 08-0264
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-19-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 68.75
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 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)