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HomeMy WebLinkAbout09-26-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~;". NQTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES AP'PRIkISfMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 - HARRISBURG PA 17128-0601 ;~ ~~ , ~, ~ - -- 'J; CHRISTOPHER E RE~~ ESQ ~~ MARTSON LAW OFCS 10 E HIGH ST CARLISLE PA 17013 REV-1547 EX AFP (06-05) DATE 09-22-2008 ESTATE OF TICHNELL JANET M DATE OF DEATH 04-14-2008 FILE NUMBER 21 08-0498 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 11-21-2008 (See reverse side under Objections) Amount Remittedr MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 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 TICHNELL JANET M FILE N0. 21 08-0498 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) .00 2. Stocks and Bonds (Schedule B) (2) .00 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 4. Mortgages/Notes Receivable (Schedule D) (4) .00 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 16,297.30 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 16,297.30 APPROVED DEDUCTIONS AND EXEMPTIONS: 2,731.19 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6 33.63 11. Total Deductions (11) 3.364.82 12. Net Value: of Tax Return (12) 12,932.48 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14 Net Value of Estate Subject to Tax (14) 12,932.48 . 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: .00 00 .00 15. Amount of Line 14 at Spousal rate (15) X = 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 12,932.48 X 045 = 581.96 17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00 Principal 19 Tax Due C19). 581.96 . rwv rurnrrc. PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 06-25-2008 (0009935 29.10 552.86 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST. TOTAL TAX CREDIT 581.96 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~;' 1 C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)