HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT,-ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF. DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ~ REV-1547 EX AFP (06-05)
DATE 08-11-2008
`~~.+'wl~ ~=~:ti~t± ~ ~ ~ ~ ~; ~3 ESTATE OF TROUTMAN ALICE V
DATE OF DEATH 02-17-2008
FILE NUMBER 21 08-0257
r;~~ p. ~;,,, ,;(,; f• T COUNTY CUMBERLAND
PETER G HOWLAND ESQ Gf~,~~!-;-~,.._, l ?~.;~1 ACN 101
WIX ETAL v~ `I , ~'r~.. ~~ APPEAL DATE: 10-10-2008
PO BOX 845 (See reverse side under Objections)
HBG PA 17108 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 ~
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TROUTMAN ALICE V FILE N0. 21 08-0257 ACN 101 DATE 08-11-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
cl) 75,000.00
~2) 1 , 529 .97
t3) .00
c4) .00
~5) 3,213.43
~6) 3,666.23
~7) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stooks 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
ce) 83,409.63
APPROVED DEDUCTIONS AND EXEMPTIONS:
10,491 .25
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 519 .37
11. Total Deductions C11)
11.010.62
12. Net Value of Tax Return C12) 72,399.01
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 72,399.01
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 C15) •00 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 72,399.01 X 045. 3,257.96
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. Principal Tax Due (lg)= 3,257.96
TAY CRFi1TTS.
PA MEN
DATE CE PT
NUMBER DISCO N C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-09-2008 CD009707 162.90 3,095.07
TOTAL TAX CREDIT 3,257.97
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. 1
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)