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 REV-1547 EX AFP (06-05)
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ESTATE OF (RUM HELEN G
(~!h i„ DATE OF DEATH 03-25-2008
"``~~~ `~~- T FILE NUMBER 21 08-0359
VICTOR B (RUM ~~t~,r r. ~ ~•^., QA COUNTY CUMBERLAND
J ACN 101
741 TRAIL LN APPEAL DATE: 09-26-2008
ENOLA PA 17025 (See reverse side under06jections)
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 !-- --------------
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF (RUM HELEN G FILE N0. 21 08-0359 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) C1) •00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) ~3) .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) 15,718.68
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets ~g) 15, 718.68
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
c9) 3, 179 .96
cio) .00
(11) 3. ] 79.96
c12) 12,538.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
c13) . 00
I14) 12, 538.72
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 (16) 12,538.72 X 045 ~ 564.24
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 ci9)= 564.24
TAY rR FT1TTC•
PAYMENT
DATE RECEI T
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-07-2008 CD009676 28.21 564.24
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 592.45
BALANCE OF TAX DUE 28.21CR
INTEREST AND PEN. .00
TOTAL DUE 28.21CR ^
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. (\,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.]