HomeMy WebLinkAbout08-15-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF. INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAI$EMEMT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEbUCTLO,N_S AND ASSESSMENT OF TAX
PO BOX 280601 REV-1547 EX AFP C06-05)
HARRISBURG PA 17128-0601 --
DATE 08-11-2008
~~~~~~ ~~~ ~ ~ Frei ,' ~~ ESTATE OF LAVENDER IRENE P
DATE OF DEATH 10-01-2007
,..~-
i~- FILE NUMBER 21 07-09
~Fi,~'~ ~r ~<< ~ "^:u~;}~ COUNTY CUMBERLAND
DIANE G RADCLIFF ESQ ,'~ pA
CU~`f~,_ ~~ ~ ACN APPEAL DATE: 10-10-2008
3448 TRINDLE RD
CAMP H I L L PA 17 011 (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 ALON_6 THIS LINE _ ~ __RETA_IN LOWER PORTION FOR YOUR RECORDS ~--~ _ _______________
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LAVENDER IRENE P FILE N0. 21 07-0977 ACN i01 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 Stoek/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
(15)
APPROVED DEDUCTIONS AND EXEMPTIONS: 14,151.78
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions I11) 14.1 ~,1 .78
370,716.82
12. Net Value of Tax Return C12) .00
13 Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13)
. 370,716.82
14. Net Value of Estate Subject to Tax (14)
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
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
C1) .00 NOTE: To insure proper
(2) 6, 720.96 credit to your account,
submit the upper portion
(3) .00 of this form with your
~4) .00 tax payment.
c5) 302 ,661.76
t6) 16 ,429.39
~7) 59,056.49
Ce) 384,868.60
.00 X
c16) 370,716.82 X
C17) .00 X
t18) • 00 x
00 _ .00
045_ 16,682.26
12 = .00
15 _ .00
c19)= 16,682.26
1AR ~.R LIJ"
PAYM NT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
12-21-2007 CD009101 834.11 18,144.33
TOTAL TAX CREDIT 18,978.44
BALANCE OF TAX DUE 2,296.18CR
INTEREST AND PEN. .00
TOTAL DUE 2,296.18CR
~ 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 DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)