HomeMy WebLinkAbout09-12-08COMMONWEALTH OF PENNSYLVANIA
_ DEPARTMENT OF REVENUE
~' ~ ~~' ',- NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES "' .APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION ,~ ~ ,' i:OFDEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
~~~~ ~~~ ~ 2 ~~i ~~' ~4 DATE 09-09-2008
ESTATE OF OFFLEY CHARLOTTE Y
~,~~F1i~+,i~ DATE OF DEATH 12-18-2007
~i~r ir~P~., i ~ ',1~j FILE NUMBER 21 07-1161
r ~'~ COUNTY CUMBERLAND
KEITH 0 BRENNE~IJ4~N' - ~ h ACN 101
44 W MAIN ST APPEAL DATE: 11-08-2008
MECHANICSBURG PA 17055 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P,A 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 OFFLEY CHARLOTTE Y FILE N0. 21 07-1161 ACN 101 DATE 09-09-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .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) C5) 1,397.75
6. Jointly Owned Property (Schedule F) (6) .OD
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 1 , 397.75
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9) .00
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) .OD
12. Net Value of Tax Return C12) 1 , 397.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .1) (13) .00
14. Net Value of Estate Subject to Tax (ly) 32, 190. O1
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 C15) .00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 32,190.01 )( 045 __ 1,448.55
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 (19)= 1,448.55
rex rRFnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
02-12-2008 (0009291 69.28 1,316.37
06-03-2008 (0009835 .00 62.90
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IUTAL IA)C GKEDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
1,448.55
.00
.00
.00
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)