HomeMy WebLinkAbout10-03-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NCITICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES `AppRAtSEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280fi01
HARRISBURG PA 17128-0601 '" REV-1547 EX AFP (06-05)
~ .~ ., o;, DATE 10-06-2008
`~`^''° ~`'` `' _`~ ~~`~~ ~~ 51 ESTATE OF FOOSE LYDIA V
DATE OF DEATH 08-07-2007
~~-^ '~ _ FILE NUMBER 21 07-0778
QE `'- '-~-+~ COUNTY CUMBERLAND
HOWARD L FOOSE ~^! 1' ' `~-~`- ACN 101
403 BRIAN COURT APPEAL DATE: 12-05-2008
MECHANICSBURG PA 17050 (See reverse side under06jections)
Amount Remitted
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 f-
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REV-1547 EX AFP (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FOOSE LYDIA V FILE N0. 21 07-0778 ACN 101 DATE 10-06-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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) (2) .00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 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) 112,281.91
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .0 0
8. Total Assets ($) 112,281.91
APPROVED DEDUCTIONS AND EXEMPTIONS: 868.89
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) - 868.89
12. Net Value of Tax Return (12) 111,413.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 111,413.02
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) 111,413.02 X 045= 5,013.59
17'. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
lEl. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 5, 013.59
TAY f`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-14-2008 CD010015 .00 5,001.35
INTEREST IS CHARGED THROUGH 10-21-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 5,001.35
BALANCE OF TAX DUE 12.24
INTEREST AND PEN. 65.69
TOTAL DUE 77.93
IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
e REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
COMMOPJWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
DECEDENT'S NIAME
Lydia V. Foose
INHERITANCE TAX
EXPLANATION
OF CHANGES
NUMBER
2107-0778
REVIEWED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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