HomeMy WebLinkAbout07-25-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,'~~ ~ffdT~LE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES :, APP&AISEM~Nfi, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ;;QF; '~1TDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
2~~8 J~~ 25 F~ 1 ~ OQ DATE o7-21-loos
ESTATE OF GROUP ERMA P
~~~i r-,r DATE OF DEATH 03-10-2008
~-; C~`p~ ~~~ ~~~ FILE NUMBER 21 08-0303
4~ t~~`,~I i .,:) ~I~~~T
r~a:r r ~ ~~- --~,, ~~ COUNTY CUMBERLAND
MARCUS A MCKNIGHT II`I' '" ACN 101
60 W POMFRET ST APPEAL DATE: 09-19-2008
CA R L I S L E P A 17 013 (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 f-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GROUP ERMA P FILE N0. 21 08-0303 ACN 101 DATE 07-21-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 155,000.00
2. Stocks and Bonds (Schedule B) C2) 9,998.33
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8 8,758.94
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 111 , 139.65
8. Total Assets (8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
364,896.92
APPROVED DEDUCTIONS AND EXEMPTIONS: 37,249.74
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 797.51
11. Total Deductions (11) 38.047.25
326,849.67
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
326,849.67
14. Net Value of Estate Subject to Tax (14)
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
T T t.
C15)
.00 X
(16) 326,849.67 X
(17) • 00 X
(lB) • 00 x
00 _ .00
045_ 14,708.24
12 _ .00
15 _ .00
(19)= 14,708.24
~^ PAYMENT~v
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-08-2008 CD009686 16.81 319.43
05-08-2008 CD009687 718.60 13,801.23
TOTAL TAX CREDIT 14,856.07
BALANCE OF TAX DUE 147.83CR
INTEREST AND PEN. .00
TOTAL DUE 147.83CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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 D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)