HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A~PPaAISEME'NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 1,
HARRISBURG PA 17128-0601 `7" ~ i + t ^ SS ~) ~ ; ~~ 4
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MICHAEL S TRAVIS ATTY
3904 TRINDLE RD
CAMP HILL PA 17011
REV-1547 EX AFP (06-05)
DATE 08-11-2008
ESTATE OF FURBER RITA C
DATE OF DEATH 03-02-2008
FILE NUMBER 21 08-0285
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-10-2008
(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 ALDNG 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 FURBER RITA C FILE N0. 21 08-0285 ACN 101 DATE 08-11-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks 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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
(1) 95, 000.00 NOTE: To insure proper
~2) .00 credit to your account,
00 submit the upper portion
C3) . of this form with your
c4) .00 tax payment.
c5) 40,763.17
cs) .00
cn .00
c8) 135,763.17
17,796.01
(9)
c10) 1.969.93
(11) 19.765.94
12. Net Value of Tax Return (12) 115,997.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 115,997.23
NOTE: If an assessment was
reflect figures that
ASSESSMENT OF TAX:
issued previously, lines 14, 15 andlor 16, 17, 18 and 19 will
include the total of ALL returns assessed to date.
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
TAY C'QFi1TTS.
(15) .OO X
cls) 115,997.23 X
c17) • 00 x
C18)
.00 X
00 _ .00
045= 5,219.88
12 _ .00
15 = .00
c19)= 5,219.88
PAYMENT
DATE REC IPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-29-2008 CD009806 260.99 4,958.89
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5,219.88
.00
.00
.00
* 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" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)