HomeMy WebLinkAbout09-26-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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_ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - - ' OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
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VALERIE J KOi~~UN
507 S MIDDLESEX RD
CARLISLE PA 17015
REV-1547 EX AFP (06-05)
DATE 09-22-2008
ESTATE OF DURCI VIOLET V
DATE OF DEATH 12-04-2007
FILE NUMBER 21 08-0686
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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS t---
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REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DURCI VIOLET V FILE NO. 21 08-0686 ACN 101 DATE 09-22-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 1,107.40
6. Jointly Owned Property (Schedule F) (6) 1,407.15
7. Transfers (Schedule G) (7) .00
8. Total Assets Cg) 2,514.55
APPROVED DEDUCTIONS AND EXEMPTIONS:
9,240.49
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 9.240.49
12. Net Value of Tax Return (12) 6,725.94-
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 6,725.94-
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) .00 X 045 = .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)= .0 0
TAX CREDITS•
PAYMENT RECEIPT DISCOUNT (+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
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 S1, NO PAYMENT IS R EQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)