HomeMy WebLinkAbout08-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- -NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ppPRA.ISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ~ REY-1547 EX AFP (06-05)
,~,r~ gip',-• _~) ,~~-~ i'~t; ~;,~ DATE 08-04-2008
ESTATE OF ANDERSON ANNA M
DATE OF DEATH 0'e!-27-2008
t, FILE NUMBER 2l. 08-0348
0~' _~_ ~~~~ ~ ~~' '~ COUNTY CUMBERLAND
ROGER B IRWIN ESQ ~' i',°' ~ r'~. ACN 1[I1
~..
IRWIN & MCKNIGHT APPEAL DATE: 10-03-2008
6 0 W P O M F R E T S T (See reverse side under Objections
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND [:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS E-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ANDERSON ANNA M FILE N0. 21 08-0348 Af:N 101 DATE 08-04-2008
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) (1) .00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) 287.28
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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property [Schedule E) C5) 100, 182.96
6. Jointly Owned Property (Schedule F) C6) 16,324.65
7. Transfers (Schedule G) C7) 63, 190 .73
8. Total Assets Ig) 179,985.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
19„650.28
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,779.28
11. Total Deductions C11) 21.429.56
12. Net Value of Tax Return C12) 158,556.06
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) C13) 10,000.00
148,556.06
14. Net Value of Estate Subject to Tax C14)
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 I15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 148,55li.06 X 15 _ 22,283.41
19. Principal Tax Due cly)= 22,283.41
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT F'AID
05-22-2008 CD009772 1,114.17 21,169.24
TOTAL TAX CREDIT 22,283.41
BALANCE OF TAX DUE .00
INTEREST ANA PEN. .00
TOTAL DIJE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 1~1, 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.) ~~