HomeMy WebLinkAbout08-29-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL ~T.AXES -
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE 7AX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
-- OF DEDUCTIONS AND ASSESSMENT OF TAX
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MARK A MA~'A ESQ
MATEYA LAW FIRM
PO BOX 127
BOILING SPRINGS PA 17007
REY-1547 EX AFP (06-05)
DATE 08-25-2008
ESTATE OF MAJOR JR HAROLD W
DATE OF DEATH 09-07-2007
FILE NUMBER 21 07-0841
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-24-2008
(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 ~ --------------
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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 MAJOR JR HAROLD W FILE N0. 21 07-0841 ACN 101 DATE 08-25-2008
TAX RETURN WAS: (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) 260,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 55.06 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) ~3) . of tfiis form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 11,760.02
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 41 , 985.03
8. Total Assets (8)
313,800.11
APPROVED DEDUCTIONS AND EXEMPTIONS:
27,496.70
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C4)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 99,758.75
11. Total Deductions C11)
1?7. .4F
12. Net Value of Tax Return (12) 186,544.66
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Sch edule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 186,544.66
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 C16) 186,544.65 X 045 = 8,394.51
I7. Amount of Line 14 at Sibling rate C17) •0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due C19)= 8, 394.51
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOU T +)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-06-2008 CD009853 .00 8,394.51
TOTAL TAX CREDIT 8,394.51
BALANCE OF TAX DUE .00
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 DUE