HomeMy WebLinkAbout09-05-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'~iJ 1~ ~~;~ ~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES q-p'~'RgZS~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION i~U~F ,q~DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ l
HARRISBURG PA 17128-0601
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JOHN B FOWLER III Cl, ~ ^~
MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE PA 17013
REV-1547 EX AFP (06-05)
DATE 09-01-2008
ESTATE OF CALHOUN RUBY V
DATE OF DEATH 12-17-2007
FILE NUMBER 21 07-1165
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 ~ _ _______________
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CALHOUN RUBY V FILE N0. 21 07-1165 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) 212, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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) 35,161.50
6. Jointly Owned Property (Schedule F) (6) 37, 615.00
7. Transfers (Schedule G) (7) 229,593.86
e. Total Assets (g) 514, 370 .36
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
56,725.79
(9)
clo) 1,299.10
(11) X8.024.89
(12) 456,345.47
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
c13) . 00
(14) 456,345.47
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
rex rornrre.
(15) .00 X 00 _ .00
(16) 456,345.47 X 045 = 20,535.55
(17) .00 X 12 _ .00
(ls) . DO X 15 _ . 00
(19)= 20,535.55
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-05-2008 (0009379 631.58 12,000.00
06-04-2008 (0009843 .00 7,903.99
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 20,535.57
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. C `_,I
IF TOTAL DUE IS REFLECTED AS A "CREDIT CCR), YOU MAY BE DUE Y
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)