HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
r
_ + r ,^,,~. ~p107LCE OF INHERITANCE TAX
APpkd1S'EIYENT, ALLOWANCE OR DISALLOWANCE
~ 0~. DE,AUCTIONS AND ASSESSMENT OF TAX
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JAN L BROWN C~h ^`_ ~A
J L BROWN B ASSOC
845 SIR THOMAS CT 12
HBG PA 17109
REV-1547 EX AFP (06-05)
DATE 08-18-2008
ESTATE OF CHRISTIE ARDEN F
DATE OF DEATH 11-07-2007
FILE NUMBER 21 07-1081
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-17-2008
(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 ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CHRISTIE ARDEN F FILE N0. 21 07-1081 ACN 101 DATE 08-18-2008
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) (1) .00
2. Stocks and Bonds (Schedule B) (2) 34,239.40
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 154,013.02
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 581,733.56
8. Total Assets C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
769,985.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
21,191.16
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 5 0.5 66.10
11. Total Deductions (11) 71.7 57. 6
12. Net Value of Tax Return (12) 698,228.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 698,228.72
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
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
rex rornrrc.
(ls) 698,228.72 X 045 = 31,420.29
(17) .00 X 12 _ .00
cls) .00 X 15 _ .00
(19)= 31,420.29
PAYMENT
DATE RECE PT
NUMBER DIS OUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
02-06-2008 CD009270 1,571.01 31,000.00
TOTAL TAX CREDIT 32,571.01
BALANCE OF TAX DUE 1,150.72CR
INTEREST AND PEN. .00
TOTAL DUE 1,150.72CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN &1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE