HomeMy WebLinkAbout08-29-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CHARLES E MCKEE
DONOHUE ETAL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
AfPRAISEMENT, ALLOWANCE OR DISALLOWANCE
- - - OE; DEDUCTIONS AND ASSESSMENT OF TAX
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1100 TOWNSHIP LINE
HAVERTOWN PA 19083
REV-1547 EX AFP C06-05)
DATE 08-25-2008
ESTATE OF JANSON EVELYN J
DATE OF DEATH 11-09-2007
FILE NUMBER 21 07-1049
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 C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JANSON EVELYN J FILE N0. 21 07-1049 ACN 101 DATE 08-25-2008
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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 1.059,557.94 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 298,153.05
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 292,704.56
8. Total Assets fig) 1 , b50 , 415.55
APPROVED DEDUCTIONS AND EXEMPTIDNS:
27,184.11
9. Funeral ExpenseslAdm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9.181.48
11. Total Deductions C11) 36.365.59
12. Net Value of Tax Return C12) 1,614,049.96
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1,614,049.96
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
rev nnrnrrn.
C15)
t16) 1, 604, 049.96 X
c17) 10,000.00 X
cls) • 00 x
00 = .00
045= 72,182.25
12 = 1,200.00
15 = .00
c19)= 73, 382.25
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT +)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-31-2008 CD009247 3,157.89 60,000.00
INTEREST IS CHARGED THROUGH 09-09-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 63,157.89
BALANCE OF TAX DUE 10,224.36
INTEREST AND PEN. 60.86
TOTAL DUE 10,285.22
.00 X
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUFr-~