HomeMy WebLinkAbout09-05-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_- ,~-~ -i-~~ F
_ " ~_,' _j ~ NOTICE OF INHERITANCE TAX
'"'~',":API~RAISEMENT, ALLOWANCE OR DISALLOWANCE
-~'~%~--'' `~" `'0'F DEDUCTIONS AND ASSESSMENT OF TAX
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CLE~;K OF
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THOMAS W WATSON~' ','
411 APPLETREE RD
CAMP HILL PA 17011
REV-1547 EX AFP (06-05)
DATE 09-01-2008
ESTATE OF WATSON ADELE S
DATE OF DEATH 12-31-2007
FILE NUMBER 21 08-0019
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 -- RETAIN LOWER. PORTION FOR YOUR RECORDS E-
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WATSON ADELE S FILE N0. 21 08-0019 ACN 101 DATE 09-01-2008
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
2. Stocks and Bonds (Schedule B) (2)_ 81,826.03 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) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 12,203.02
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 39,010.22
8. Total Assets fig) 133, 039 .27
APPROVED DEDUCTIONS AND EXEMPTIONS:
15,577.52
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C 10) .00
11 . Total Deductions I11) 1 ~ . ~i77 . ~
12. Net Value of Tax Return (12) 117,461.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trust s (Schedule J] C13) .00
14. Net Value of Estate Subject to Tax C14) 117,461.75
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 ret urns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) 117,461.75 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 C18) •00 X 15 _ .0 0
19. Principal Tax Due C19)= .0 0
TAY rocnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
IF TOTAL DUE IS LESS THAN 81, 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.)