HomeMy WebLinkAbout09-05-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISIDN
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ',~, ' f ~ ±~' t~WTT.CE OF INHERITANCE TAX
"' ~ ~ {CPQ'gAI$EMENT, ALLOWANCE OR DISALLOWANCE
9R, I~EDl1CTIONS AND ASSESSMENT OF TAX
ZO~~ SEA -5 Ph! 12~ 5
Ci~~l''"\ ~i-
ORPH~F~!'~ r'iJtJ~T
DENNIS M HARTRANFTCWIY~^'fv !r ~•~~~ • P~
151 E MAIN ST
EPHRATA PA 17522
REV-1547 EX AFP (06-05)
DATE 09-01-2008
ESTATE OF MUMMERY ADELINE S
DATE OF DEATH 02-16-2008
FILE NUMBER 21 08-0186
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-31-2008
(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 E- _ ____•___________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MUMMERY ADELINE S FILE N0. 21 08-0186 ACN 101 DATE 09-01-2008
TAX RETURN WAS: (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) .DO NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 338,703.81 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) 51,218.30
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 12,291.95
8. Total Assets Ce) 402,214.06
APPROVED DEDUCTIONS AND EXEMPTIONS:
15,306.29
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 1 ~+.;06. 9
12. Net Value of Tax Return C12) 386,907.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (lG) 386,907.77
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed 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) 386,907.77 X 045 = 17,410.85
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) .00 X 15 _ .00
19. Principal Tax Due (lg)= 17,410.85
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
04-29-2008 CD009630 842.11 16,000.00
05-28-2008 CD009805 .00 540.31
PAYMENT MUST BE MADE BY 11-16-2008*.
TOTAL TAX CREDIT 17,382.42
BALANCE OF TAX DUE 28.43
INTEREST AND PEN. .00
TOTAL DUE 28.43
~ IF PAID AFTER DATE INDICATEDr SEE REVERSE C IF TOTAL DUE IS LESS THAN $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.)