HomeMy WebLinkAbout09-26-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-- - NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ ~, pppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAx DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 - _-
HARRISBURG PA 17128-0601
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JANE M ALEX 'Rp~12 ESQ ~' ~;,~
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148 S BALTIMORE ST
DILLSBURG PA 17019
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS (-'~ --------------
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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 BISHOP FAY FILE NO. 21 08-0696 ACN 101 DATE 09-22-2008
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
~g) 2, 018 .87
APPROVED DEDUCTIONS AND EXEMPTIONS: 1,130.27
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 1.130.27
12. Net Value of Tax Return (12) 888.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) C13) .00
14. Net Value of Estate Subject to Tax C14) 888.60
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 (16) • 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate C17) 888.60 X 12 = 106.63
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due Clg)= 106.63
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-30-2008 CD009950 .00 106.63
09-15-2008 SBADJUST .00 .10
REV-1547 EX AFP (06-05)
DATE 09-22-2008
ESTATE OF BISHOP FAY
DATE OF DEATH 09-25-2007
FILE NUMBER 21 08-0696
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-21-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
C1)
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C2) .00
c3) .00
c4) .00
c5) .00
c6) 2, 018.87
~7) .00
TOTAL TAX CREDIT 106.63
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, 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.)