HomeMy WebLinkAbout09-05-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~~„~ f1 ((~~r- .--NQ'TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES y-p,paAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -;'qF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2B06D1 ~ _
HARRISBURG PA 17128-0601 ~ `~ REV-1547 EX AFP C06-05)
~~~~ ~~~ _~ P~ ~~: C~~ DATE 09-09-2008
ESTATE OF TROUP MARY E
DATE OF DEATH 09-13-2007
~,,~~~~.~~ FILE NUMBER 21 07-1129
QRp~ ~~ti ,.~'~'i•)RT COUNTY CUMBERLAND
THOMAS W SHIELDS rl ~~,~', ',' ~^ , FA ACN 101
FULTON FNCL ADVISO~t~ APPEAL DATE: 11-08-2008
PO BOX 3215 (See reverse side under Objections)
LANCASTER PA 17604 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 ~ --------------
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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 TROUP MARY E FILE N0. 21 07-1129 ACN 101 DATE 09-09-2008
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) (1) .00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) .00
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 608,253.06
8. Total assets ~$) 608,253.06
APPROVED DEDUCTIONS AND EXEMPTIONS: 9,848.23
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,7 00.97
11. Total Deductions C11) 11 .549.20
12. Net Value of Tax Return C12) 596,703.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 8,226.60
14. Net Value of Estate Subject to Tax C14) 588,477.26
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) 355,671.12 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 (18) 232,806.14 X 15 _ 34,920.92
19. Principal Tax Due C19)= 34,920.92
TAY rDFi1TTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-12-2007 CD009076 1,746.05 65,000.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 66,746.05
BALANCE OF TAX DUE 31,825.13CR
INTEREST AND PEN. .00
TOTAL DUE 31,825.13CR ~`,
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~X
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE (~)
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)