HomeMy WebLinkAbout10-03-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ApPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2806(8
HARRISBURG fA 17128-0601 REV-1547 EX AFP C06-05)
^.;^. ,.~ ''- ., r.? .,. ;-DATE 09-29-2008
-`'~ v 4'v ~ _" ~ ' ` `~ "'Et'STATE OF PALENZ DONNA L
_ DATE OF DEATH 11-29-2007
_ FILE NUMBER 21 07-1134
,,
~'' - COUNTY CUMBERLAND
EDMUND G MYERS ^'" " ^r',ACN 101
JOHNSON DUFFIE APPEAL DATE: 11-28-2008
P O BOX 10 9 (See reverse side under Objections )
LEMOYNE PA 17043 Amount Remitted
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 F- _ ________ _
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT,-ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PALENZ DONNA L FILE N0. 21 07-1134 ACN 101 DATE 09-29-2008
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) (1) 143,900.00 NOTE• T
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
o Insure proper
(2) .0 0 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 39,548.57
(6) 852.04
I7) 3, 771 .95
(B) 188,072.56
14,360.95
(9)
(lo) 127,313.16
C11) 141 ,674.11
(12) 4b,398.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 46,398.45
NOTE: If an assessment was issued previously, lines 14, 15 and/or I6, 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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CRFi1TTS r
(15) 32,719.91 X
(16) 12,826.50 X
c17) 852.04 X
cI8) • 00 x
00 _ .00
045_ 577.19
12 _ 102.24
15 _ .00
(19)= 679.43
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-09-2DD8 CD009996 .00 679.43
TOTAL TAX CREDIT 679.43
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 $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
w ocrnun crr REVERSE STOE OF THIS FORM FOR INSTRUCTIONS.)