HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APp'RA'ISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601 ~ REY-1547 EX AFP C06-05)
~~ * ~,, DATE 08-11-2008
i"''`P'j ~"`' ( J ~~~~ ~' ~~i~fir ESTATE OF POLK MAE E
DATE OF DEATH 03-09-2008
r,L~.„ ` FILE NUMBER 21 08-0302
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O SPI~~S~`'~.; ~(~1~_I;~T COUNTY CUMBERLAND
H ANTHONY ADAMS ^I~;'.' ' `~ p~ ACN 101
STE 3 APPEAL DATE: 10-10-2008
4 9 W ORANGE S T (See reverse side under Objections )
SHIPPENSBURG PA 17257 Amount Remitted r
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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF POLK MAE E FILE N0. 21 08-0302 ACN 101 DATE 08-11-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 17.8 23.58
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets Ce) 17,823.58
APPROVED DEDUCTIONS AND EXEMPTIONS:
10,213.53
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
L0. Debts/Mortgage Liabilities/Liens [Schedule I) (10) .00
11. Total Deductions C11) 10.213.53
12. Net Value of Tax Return C12) 7, 610.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Sub3ect to Tax C14) 7, 610.05
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 00 = .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 7,610.05 X 045 = 342.45
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .DO
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due c19)= 34 2.4 5
TAX CREDITS•
PAYMENT RECEIPT DISCOUN C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
05-21-2008 CD009768 17.12 342.45
TOTAL TAX CREDIT 359.57
BALANCE OF TAX DUE 17.12CR
INTEREST AND PEN. .00
TOTAL DUE 17.12CR
^ 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.)