HomeMy WebLinkAbout08-15-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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~ ~~~ ~ -' ~-~ '-JIOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION A~PPRAIS$EMENT, ALLOWANCE OR DISALLOWANCE
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PO BOX 280601 'i j ; ~~;
, 9F DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
Lfl~~ ~:~~ I LJ Phi I' 33 DATE 08-18-2008
ESTATE OF AKERS D R
(~! ~~'<~ ice;; DATE OF DEATH 11-03-2005
Q~~`•~tii`,~C;!,(~,~~T FILE NUMBER 21 05-0999
c! ,' '''~ ~`'~ "` `` ~p COUNTY CUMBERLAND
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PETER R WILSON ' ACN 101
REAGER 8~ ADLER APPEAL DATE: 10-17-2008
2331 MARKET ST (See reverse side under Objections)
CAMP HILL PA 17011 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 E~
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REV-1547 EX AFP (03-05~ -------------------------------- ---
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NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF AKERS D R FILE N0. 21 05-0999 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: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1,284.99
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (e) 1,284.99
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 38 0.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 380.00
12. Net Value of Tax Return (12) 904.99
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 77,991.32
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 (16) 77,991.32 X 045 _ 3,509.60
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 3,509.60
T CRE ITS•
PAYMENT
DATE R CEIPT
NUMBER DISCOUN (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-25-2006 (0006241 175.48 4,008
82
08-21-2006 REFUND .00 .
713
38-
05-29-2008 (0009799 2.68- .
41
36
05-29-2008 SBADJUST .00 .
2.51
IrJlw~ Iw)C GKEUiT 3,509.60
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 D
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