HomeMy WebLinkAbout10-03-08BUREAU DF' INDIVIDUAL TAXES
INHERITANCE' TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
- OF DEDUCTIONS AND ASSESSMENT OF TAX
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.JACOB PALSON -
:502 SO CARLISLE ST
lJEW BLOOMFIELD PA 17068
REV-1547 EX AFP CO6-05)
DATE 10-06-2008
ESTATE OF PALSON WILLIAM M
DATE OF DEATH 09-04-2007
FILE NUMBER 21 07-0828
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-05-2008
(See reverse side under Objections)
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 E-
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REV-154.7 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PALSON WILLIAM M FILE N0. 21 07-0828 ACN 101
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OR
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) •0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 3,021.90 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 12,758.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 15, 779.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
4,378.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C 10) 282.62
11. Total Deductions C11) 4.660.6?
12. Net Value of Tax Return C12) 11,119.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trust s (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 11,119.28
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 1 7, 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 (15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 11,119.28 X 045= 500.37
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.
T~V r~ Principal Tax Due
rnTT(•. (19)= 500.37
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-02•-2008 CD009827 .00 486.87
INTEREST IS CHARGED THROUGH 10-21-2008 TOTAL TAX CREDIT 486.87
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 13.50
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .36
TOTAL DUE 13.86
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
REV-1470 Ex (6-88)
r
r S c.
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BURET\U OF INDIVIDUAL TAXES
PO Box 280601
HARRIS6URG. PA 17128-0601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENT'S NAME FILE NUMBER
Palson, William M. 2107-0828
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
The value of the estate has been adjusted as the result of the correction of an error in
arithmetic.
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