HomeMy WebLinkAbout10-03-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NDTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISE'MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG F'A 17128-0601 REV-1547 EX AFP (06-OS)
"~`'_ - ~ '~ " sir DATE 09-29-2008
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ESTATE OF ALLMAN DOROTHY D
- DATE OF DEATH 11-02-2007
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- FILE NUMBER 21 07-1052
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`' ` ~ COUNTY CUMBERLAND
LIAVID C GORITY _.. ACN 101
h1 & T BANK APPEAL DATE: 11-28-2008
]. W H I G H S T (See reverse side under Objections )
CARLISLE PA 17013 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-15~+7 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ALLMAN DOROTHY D FILE N0. 21 07-1052 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
I. Real Estate (Schedule A)
2. Stocks and Bonds [Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule CJ
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
APPR01/ED DEDUCTIONS AND EXEMPTIONS:
C1) 313, 000.00 NOTE: To insure proper
C2) 75,662.52 credit to your account,
(3) .00 submit the upper portion
of this form with your
I4) 40,560.89 tax payment.
c5) 144,790.51
c6) .00
t7) .00
~$) 574, 013.92
41,079.91
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)- 12,754.06
11. Total Deductions C11) ~;.833.97
12. Net Value of Tax Return (12) 520, 179.95
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax I14) 520, 179.95
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:
1Fi. Amount of Line 14 at Spousal rate (15) • 00 X 00 _ . QO
if. Amount of Line 14 taxable at Lineal/Class A rate (16) 520,179.95 X 045= 23,408.10
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 - . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
1!9. Principal Tax Due c19)= 23,408.10
TAY r`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT I+)
INTEREST/PEN PAID C-) AMOUNT PAID
01-:51-2008
07-09-2008 (0009237
(0009995 ~/ 1,052.63
.00 20,000.00
2,355.41
09-;?2-2008 SBADJUST / .00 .06
TOTAL TAX CREDIT 23,408.10
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TDTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
cna rnLCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A ^CREDIT" (CR), YOU MAY BE DUE
°°~""^ crG RGVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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