HomeMy WebLinkAbout08-04-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601 J
~~~1~ ~,~?~ -4 F~ 3~ 21
CL~i ~ \ ~.,}~
JAMES M ROBINSON Cl.{'~ '.~`~ ~ !~A,
TURD LAW OFCS
28 S PITT ST
CARLISLE PA 17013
REV-1547 EX AFP (06-05)
DATE 07-28-2008
ESTATE OF GRIM JUNE M
DATE OF DEATH 02-14-2008
FILE NUMBER 21 08-0191
CDUNTY 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 E-- --------------
-----------------------------------------------------------------------------
REY-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GRIM JUNE M FILE N0. 21 08-0191 ACN 101 DATE 07-28-2008
TAX RETURN WAS: C 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) C1) .00 NOTE: Ta insure proper
2. Stocks and Bonds (Schedule B) (2) .00
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) (5) 5 04,002.14
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .DO
s. Total Assets (B) 509, 002.14
APPROVED DEDUCTIONS AND EXEMPTIONS:
27,995.53
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.178.68
11. Total Deductions (11) 30.174.21
12. Net Value of Taz Return (12) 478,827.93
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 478x827.93
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 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 478,827.93 X 045 = 21,547.26
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 15 _ .00
19. Principal Tax Due C19). 21,547.26
TeX CRRI1TTCe
PAYM NT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-09-2008 CD009690 1,077.36 20,469.90
TOTAL TAX CREDIT 21,547.26
BALANCE OF TAX DUE .DO
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 D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)