HomeMy WebLinkAbout08-04-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r - NOTICE OF INHERITANCE TAX
BUREAU DF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BDX 280601 ~. -- -• -
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
1~~~~ ~:a.~u _~ ~~~~ 3~ Z~ DATE 07-28-2008
ESTATE OF REILLY CATHERINE M
fir., ..,;, r ~.
A
RICHARD W STEW:.~~ -'~~~-~ ~~~~-~~
JOHNSON DUFFIE
PO BOX 109
LEMOYNE PA 17043
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 DEDUCTIDNS AND ASSESSMENT OF TAX
ESTATE OF REILLY CATHERINE M FILE N0. 21 08-0315 ACN 101 DATE 07-28-2008
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)
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) ,QO credit to your account,
submit the upper portion
C37 .00 of this form with your
C4) .00 tax payment.
Cy) 36,662.29
c6) 40,000.00
c7) 5, 719.30
~$) 82, 381 .59
APPROVED DEDUCTIONS AND EXEMPTIONS: 19,897.47
9. Funeral Expenses/Adm. CostslMisc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 100.00
11. Total Deductions C11) 19'997.97
62,383.62
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13)
62,383.62
14. Net Value of Estate Subject to Tax C14)
NOTE: If an assessment was issued previously, lines 14, 15 andlor 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 C15) X =
16. Amount of Line 14 taxable at LineallClass A rate C16) 62,383.62 X 045 = 2,807.26
17. Amount of Line 14 at Sibling rate C17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .D0
C19)= 2,807.26
19. Principal Tax Due
,MA {. I~f:Yi
PA MENT
DATE
RECEI
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-07-2008 CDOD9682 140.36 2,666.90
IUTAL IAR I.RCLlI
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
DATE OF DEATH 02-OS-2008
FILE NUMBER 21 08-0315
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-26-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
2,807.26
.00
.00
.00
- - , 1,
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS TNAN S1, NO PAYMENT IS RE4UIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)