HomeMy WebLinkAbout09-05-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ NQ -~~,~OFr ,INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AppRAISE{M~~; _A~~QYEAt~£E 'OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DED
PO BOX 280601 _;tF~-T#ONS, AND;~ASS'~ESSMENT OF TAX
HARRISBURG PA 17128-0601 ""' --` a' ~'~-i.. REV-1547 EX AFP (06-05)
2~~8 SEP -j PPS ! ATEf 09-01-2008
~aITE OF SOUTNER JR JOSEPH J
DATE OF DEATH 03-10-2008
~~~~~'~ ~''~ FILE NUMBER 21 08-0349
v ~~ ,~~ "~
C~I~'tt~t"IM~~~~ ~'Q(~~~OUNTY CUMBERLAND
BRENDA E WILFONG CL£~,,,rR''~' ;~"'C ,r}.,q~,J 101
2318 ARCONA RD APPEAL DATE: 10-31-2008
MECHANICSBURG PA 17055 (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 ALONG THIS LINE _ -~ R_ETA_IN LOWER POR_TION_ 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 SOUTNER JR JOSEPH J FILE N0. 21 08-0349 ACN 101 DATE 09-01-2008
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:
cl) .00
cz) .00
c3) .00
c4) .00
c5) 199,298.04
c6) .00
cn .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
ce) 199,298.04
6,575.30
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.415.21
11. Total Deductions
C11)
7.990-~1
12. Net Value of Tax Return C12) 191 , 307.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax (14) 191,307.53
NDTE: 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 C15) .00 X OD _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 191,307.53 X 045 = 8,608.84
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due C19)= 8, 608.84
R~~eari LISGUUNI c+) I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-03-2008 CD009831 429.25 8,155.76
PAYMENT MUST BE MADE BY 12-10-2008*. TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
8,585.01
23.83
.00
23.83 / '
C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ ~ /
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ((((((//////