HomeMy WebLinkAbout08-29-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
•- ,- -lFOT3CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPi~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION DF IIEDUCTLONS AND ASSESSMENT OF TAX
PO BOX 280601 _ ~_. ~.
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
^aq ;3i;"• DATE 08-25-2008
ESTATE OF ALLEMAN DAVID T
DATE OF DEATH 04-03-2008
~; FILE NUMBER 21 08-0628
~~r t-~V i COUNTY CUMBERLAND
MURREL R WALTERS II~L~_~SQ ~ ~~ ~'," ACN 101
54 E MAIN ST APPEAL DATE: 10-24-2008
MECHANICSBURG PA 17055 (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 ---) R_ETA_IN LOWER PORTION FOR YOUR RECORDS E- _ _______________
REV-1547 EX AFP C03-05)-NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ALLEMAN DAVID T FILE N0. 21 08-0628 ACN 101 DATE 08-25-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: pRIGINAL 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
CL) .00 NOTE: To insure proper
(2) ,Q 0 credit to your account,
.00 submit the upper portion
C3) of this form with your
C4) .00 tax payment.
c5) .00
C6) 31 , 707.24
C7) .00
CB) 31,707.24
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
1,420.00
C9)
Clo) .00
C11) 1.420.00
clz) 30,287.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(13)
(14)
.00
30,287.24
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:
00
00
.00
15. Amount of Line 14 at Spousal rate (15) • X =
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 30,287.24 X 045 = 1,362.93
17. Amount of Line 14 at Sibling rate (17) •0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) •00 X 1 5 = .00
19 l Tax Due
P
i
i (19). 1,362.93
. nc
pa
r
, ,,,.
PAYMENT
DATE
RE EIPT
NUMBER
DISCOU T C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-11-2008 CD009868 68.15 1,294.78
TOTAL TAX CREDIT 1,362.93
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 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUEL