HomeMy WebLinkAbout09-12-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
C`-{~n,~ "~`:~ ~r~ N'~0r`I;~'E OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ ti,r ,;AppkA~$~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~~-~- ~, ~ OF~'DE:1?UL]'IONS AND ASSESSMENT OF TAX
PO BOX 280601 ~-"' r
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
?R~~ Srh E 2 ~,~~ ~' ~ ~~ DATE 09-15-2008
ESTATE OF KNULL BETTY I
~~~r^'~iJ,', DATE OF DEATH 06-19-2007
r ~~.,} , ~ ~ I~"' FILE NUMBER 2l. 07-0617
~~ hA,
rjC °~, : r; COUNTY CUMBERLAND
SHAUN E OTOOLE ~ ACN 101
2813 N 2ND ST APPEAL DATE: 11-14-2008
HBG PA 17110 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND [;0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KNULL BETTY I FILE N0. 21 07-0617 ACN 101 DATE 09-15-2008
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
C1) 169,000.00 NOTE: To insure proper
C2) .00 credit to your account,
submit the upper portion
(3) .00 of this form with your
C4) .00 tax payment.
c5) 1 , 106.93
c6) .00
cn .00
cB) 170,106.93
27,773.50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 50.330.55
11. Total Deductions I11) 78.104.O~i
12. Net Value of Tax Return C12) 92, 002.88
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 92, 002.88
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) .00 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 92, 002.88 X 045 = 4, 140.13
17. Amount of Line 14 at Sibling rate C17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due c19)= 4, 140.13
TAX CREDITS•
PAYMENT RECEIPT DISCOUNT C+)
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
05-19-2008 CD009757 .00 4,140.13
05-19-2008 CD009758 48.48- 48.48
09-08-2008 SBADJUST .00 .O1
TOTAL TAX CREDIT 4,140.13
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 61, 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.)