HomeMy WebLinkAbout09-26-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NDTICE OF INHERITANCE TAX
APPRAISfiMENT, ALLOWANCE OR DISALLOWANCE
-- ~ OF DEDUCTIONS AND ASSESSMENT OF TAX
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RICHARD P SOUDERS
3417 BRISBAN ST
PAXTANG
PA 17111
REV-1547 EX AFP (06-05)
DATE OSi-22-2008
ESTATE OF SOUDERS PEARL M
DATE OF DEATH 0:?-24-2007
FILE NUMBER 2l. 07-0208
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-21-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P~\ 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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 SOUDERS PEARL M FILE N0. 21 07-0208 ACN 101 DATE 09-22-2008
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) 126,300.00 NOTE• To insure proper
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
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
(5) 25,507.12
(6) .00
(7) .00
(g) 151 , 807.12
APPROVED DEDUCTIONS AND EXEMPTIONS: 11,267.76
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11 . Total Deductions (11) 1 1 67 _ 76
12. Net Value of Tax Return (12) 140,539.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) C13) •00
14. Net Value of Estate Subject to Tax
(14) 140,539.36
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)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAY f QCIITTC.
.00 x 00 _ .00
140,53'.-.36 X 045 _ 6,324.27
.00 X 12 _ .00
.00 X 15 _ .00
(19). 6 , 324.27
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) gMOUNT F'AID
05-21-2008 CD009764 223.67- 6,547.94
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 6,324.27
BALANCE OF TAX DUE .00
INTEREST ANI) PEN. .00
TOTAL DIIE .00
1
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED A,S A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)