HomeMy WebLinkAbout08-15-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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FREDERICK M FORMM~Y"
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LEWISBERRY PA 17339
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
' NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF`DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
DATE 08-18-2008
ESTATE OF POYER ELLAINE
DATE OF DEATH 02-20-2008
FILE NUMBER 21 08-0335
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-17-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
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REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~- R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPR
AISEM _
ENT, ALLOWANCE _______________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF POYER ELLAINE FILE N0. 21 OS-0335 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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 107.01 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
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)_ 1,279.25
6. Jointly Owned Property (Schedule F) (6) 17,389.15
7. Transfers (Schedule G) (7) 139,249.00
e. Total Assets (g) 158, 024.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
8r299.85
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3.255 .00
11. Total Deductions
C11)
1 .~~4.8
12. Net Value of Tax Return (12) 146,469.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 146,469.56
NOTE: If an assessment was issued previously, lines 14, 15 andlor 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) 146,469.56 X 045 = 6,591.13
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 (19)= 6,591.13
TAY f`D CT7TC.
PAYMENT
DATE RECEIP
NUMBER D COUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
05-19-2008 CD009750 329.56 6,261.57
TOTAL TAX CREDIT 6,591.13
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .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" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)