HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
., _,.DEP,ARTM.ENT OF REVENUE
- NO'N'CE OF `I'NHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A~pkAISEMENT,'ALLbWANCE OR DISALLDWANCE
INHERITANCE TAX DIVISION ~F`~EDUC'`~IOA$ AND ASSESSMENT OF TAX
PO BOX 280601
WIRRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~.i.~`,I ~.~~ i ;J ~i"i ~' `~~DATE 08-11-2008
ESTATE OF YOHN MARGARET C
,',;F DATE OF DEATH 06-07-2007
~;'Pt~'~~~~~`;`~~~~~~ E;%' ~~il FILE NUMBER 21 07-0604
~~~ ' ' '.~' '.~, ~ ~r~ COUNTY CUMBERLAND
JANE M ALEXANDER ESQ ACN 101
148 S BALTIMORE ST APPEAL DATE: 10-10-2008
D I L L S B U R G P A 17 019 (See reverse side under Objections
Amount Remitted C
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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF YOHN MARGARET C FILE N0. 21 07-0604 ACN 101 DATE 08-11-2008
TAX RETURN WAS: C 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 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 94 7.38 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7,68 5.32
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 69,476.66
8. Total Assets (g) 78, 109.36
APPROVED DEDUCTIONS AND EXEMPTIONS: 15,791.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 379 .75
11. Total Deductions (11) 16. ] 70.75
12. Net Value of Tax Return C12) 61,938.61
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,D) C13) •DO
14. Net Value of Estate Subject to Tax C14) 61,938.61
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) 61,938.61 X 00 = .00
16. Amount of Line 14 taxable at lineal/Class A rate (16) •0 0 X 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19. Principal Tax Due (1g)= .00
Twv rornrTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, NO PAYMENT IS REQUIRED. +
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)