HomeMy WebLinkAbout08-15-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
D.EPAit-TMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENI', ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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JOHN M EAKIN
MARKET SpUARE BLDG
MECHANICSBURG PA 17055
REV-1547 EX AFP C06-05)
DATE 08-18-2008
ESTATE OF RUSSELL CLYDE E
DATE OF DEATH 01-01-2008
FILE NUMBER 21 08-0025
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-17-2008
(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 ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REY-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RUSSELL CLYDE E FILE N0. 21 OS-0025 ACN 101 DATE 08-18-2008
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)
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
(1) 107, 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) 41.09
(6) 19, 704.36
(7) .00
($) 126,745.45
APPROVED DEDUCTIONS AND EXEMPTIONS:
22,311 .54
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.4 72 .00
11. Total Deductions (11) 2~.78~.~4
12. Net Value of Tax Return (12) 102,961.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .J) C13) •00
14. Net Value of Estate Subject to Tax (14) 102, 961.91
NOTE: If an assessment was issued previously, l ines 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) 102,961.91 X 045 = 4,633.29
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 c19)= 4,633.29
TAY f DCnTTC.
PAYMENT
DATE REC IPT
NUMBER DIS OU (+)
INTEREST/PEN PAID C-] AMOUNT PAID
03-31-2008 (0009471 231.58 4,400.00
05-23-2008 (0009789 .00 1.72
TOTAL TAX CREDIT 4,633.30
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)