HomeMy WebLinkAbout08-15-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 280601
HARRISBURG PA 17128-D601
KARL E ROMINGER
ROMINGER 8~ ASSOCS
155 S HANOVER ST
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP C06-05)
3G~v ~~}~~ , ~ ~.~ 1~ ~ J DATE 08-11-2008
ESTATE OF BLEVINS JOSEPHINE M
DATE OF DEATH 09-25-2007
~ ~`i"~'i'~i' FILE NUMBER 21 07-0886
L~~ ..
O~~i ~_, J `~'r_~TP~ ACNNTY lO1BERLAND
C~,~`r APPEAL DATE: 10-10-2008
(See reverse side under Objections)
PA 17013 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 ~--~ _ _______________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BLEVINS JOSEPHINE M FILE N0. 21 07-0886 ACN 101 DATE 08-11-2008
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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) ,00 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) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 3 6,85 3.88
6. Jointly Owned Property (Schedule F) C6) 7,496.92
7. Transfers (Schedule G) (7) 20, 107.16
8. Total Assets ce) 64,457.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
14,844.24
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 309.28
11. Total Deductions X11) 15.153.52
49,304.44
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Sch edule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 49,304.44
NOTE: If an assess~ent 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 C16) 49,304.44 X 045 = 2,218.70
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.
T~V ,+~ Principal Tax Due
rTTTl.. (19)= 2,218.70
A MENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
11-14-2007 CD008976 49.12 933.20
INTEREST IS CHARGED THROUGH 08-26-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
TOTAL TAX CREDIT 982.32
BALANCE OF TAX DUE 1,236.38
INTEREST AND PEN. 14.72
TOTAL DUE 1,251.10
* 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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-7470 EX (8.88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
Josphine Bleins
Sandra J Eslinger
INHERITANCE TAX
EXPLANATION
OF CHANGES
2107-0886
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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