HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ND7ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENr, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _QF_.DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~[`-`t~1t~ ~~v 1 ~ ~ i { ~ ~}f{ DATE 08-18-2008
ESTATE OF LORE MARY E
('1l=(~ i~';= DATE OF DEATH 03-02-2008
..~~_i," ^~~~ ~ FILE NUMBER 21 08-0247
OR~-H_.~~~ ~ ; ~ , .~~T
PATRICIA SCHAAL u~~P"r~" '~~.. FIB COUNTY CUMBERLAND
ACN 101
11 HELLAM DR APPEAL DATE: 10-17-2008
MECHANICSBURG PA 17055 (See reverse side underObjeetions)
Anount Renitted
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 LORE MARY E FILE N0. 21 08-0247 ACN 101 DATE 08-18-2008
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
12. Net Value of Tax Return
(1)
.00
c2) .00
c3) .00
c4) .00
c5) 176,437.32
cs) .00
Cn .00
C8)
14;,378.68
C9)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this farm with your
tax payment.
176,437.32
Clo) 280.31
(11) 14.658.99
C12) 161,778.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) C13) .00
14. Net Value of Estate Subject to Tax C14) 161,778.33
NOTE: If an assesssent 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) •0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 161,778.33 X 045. 7,280.02
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 (18) •00 X 15 _ .00
19. Principal Tax Due Clg)= 7,280.02
rex roenrrc.
A MEN
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-27-2008 CD009791 364.00 6,916.02
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 7,280.02
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)