HomeMy WebLinkAbout09-26-08 COMMONWEALTH OF PENNSYLVANIA
.. -,DEPA,RT.h~EN~ OF REVENUE
-NOTICE DF'IN4HERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ApfRAfSE~1ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF IJEI)UCTTONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
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ATE 0!i-22-2008
ESTATE OF U~MB CAROL R
~'~~`'','.-,i DATE OF DEATH 0:5-06-2007
_
'~-~~~``; '~ r~!~' ;i~T FILE NUMBER 2:L 07-1026
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_
~ ~~ ~ ~' ~,~~. COUNTY CUMBERLAND
JOEL 0 SECHRIST ACN 101
SECHRIST LAW OFFICE APPEAL DATE: 11-21-2008
568 OLD YORK RD (See reverse side under Objections)
ETTERS PA 17319 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND 1:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE
----------------------- ~) RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (03-05) --------------
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NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF LAMB CAROL R FILE N0. 21 07-1026 AI:N 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)
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)
cl) .00
c2) .00
c3) .00
c4) .00
c5) 10 , 193.07
c6) .00
c7) .00
NOTE: To insure proper
credit to your account,
submit the Upper portion
of this form with your
tax payment.
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
C8)
1,359.00
(9)
10,193.07
clD) 11,528.22
C11) 12.887.22
12. Net Value of Tax Return (12) 2, 694. 15-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,1) (13) .00
14. Net Value of Estate Subject to Tax C14) 2, 694. 15-
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 (16) •00 X 04 5 . .00
17. Amount of Line 14 at Sibling rate C17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due c19)= .00
TAY !`D (TIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF T'AX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN aCl, NO PAYMENT IS REQUIRED. ~~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED /1S A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)