HomeMy WebLinkAbout08-04-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
- NOTICE OF INHERITANCE TAX
~APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF, DEDUCTIONS AND ASSESSMENT OF TAX
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GERALD J SHEKLET~',ti~~'.
STONE ETAL
PO BOX E
NEW CUMBERLAND PA 17070
REV-1547 EX AFP (06-D5)
DATE 07-28-2008
ESTATE OF EDWARDS MARY V
DATE OF DEATH 02-06-2008
FILE NUMBER 21 OS-0156
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-26-2008
{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 t~
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REV-1547 EX AFP (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EDWARDS MARY V FILE N0. 21 08-0156 ACN 101 DATE 07-28-2008
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3)
.00 submit the upper portion
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) 92.654.88
6. Jointly Owned Property (Schedule F) (6) 3,148.44
7. Transfers (Schedule G) (7) 16,756.67
8. Total Assets (g) 112,559.99
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,052.43
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
L0. Debts/Mortgage Liabilities/Liens [Schedule I) ( 10) .00
11. Total Deductions C11) 7.052.41
12. Net Value of Tax Return (12) 105,507.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trust s (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 105,507.56
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 (16) 105,507.56 X 045 = 4,747.84
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 _ . D0
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (19). 4,747.84
rex rornTrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOU T +)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-29-2008 CD009634 237.39 4,510.45
TOTAL TAX CREDIT 4,747.84
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FDR CALCULATION DF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE '/j
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) i//)