HomeMy WebLinkAbout08-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~.
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
,;,,:~ b°~E(~ _3 ~>.a~;~; ~~ DATE 08'-04-2008
~.r~ h...J ~ i9 ~
''- ESTATE OF OWEN ROBERT L
DATE OF DEATH 11-19-2007
~~--~~.~'.`;~`''~ FILE NUMBER 21 08-0499
,: ~
OI"~,_J` ~ ~ ~~' COUNTY CUMBERLAND
RICHARD L WEBBER JI~w' "~' `~'~ ACN 1011
WEIGLE AND ASSOC APPEAL DATE: 1D-03-2008
126 E K I NG ST (See reverse sr.'de under Objections)
SHIPPENSBURG PA 17257 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
-------------------- ----------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, .ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF OWEN ROBERT L FILE N0. 21 08-0499 AC:N 101 DATE 08-04-2008
TAX RETURN WAS: (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
13
14
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts
Net Value of Estate Subject to Tax
cl) .00
~2) .00
c3) .00
c4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) 14,876.80
c6) 2, 145.98
~7) 252,970.53
c8) 269, 993.31
6,,449.72
C9)
clo) .00
(11) 6.449.72
clz) 263,543.59
(Schedule ,I) C13) .00
c14) 263,543.59
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 (15) •00 X 0 0 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 263,543.59 X 045 = 11,859.46
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 (lg)= 11,859.46
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
05-16-2008 CD009735 .00 11,859.46
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 11,859.46
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DIJE .00 ,1+
IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED. ~7~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), VOU MAY BE DUE `fll
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)