HomeMy WebLinkAbout10-03-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r NOT~TCE:OF -INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ARPRAISEMENT; ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~~:^~ ~!^` _3 ~'i•f ~: SATE 09-29-2008
ESTATE OF LEFTWICH MARJORIE D
DATE OF DEATH 04-15-2008
_ ~~ FILE NUMBER 21 08-0489
~~'~ °`~ ~•. COUNTY CUMBERLAND
JEFFREY A PIMENTEL ~ `'
~„ -," ACN 101
].11 S 2ND ST APPEAL DATE: 11-28-2008
VJORMLEYSBURG PA 17043 (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 _ --- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f-
REV-15ri7 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPR
AISEM _
ENT, ALLOWANCE _________ _
OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF LEFTWICH MARJORIE D FILE N0. 21 08-0489 ACN 101 DATE 09-29-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 67,2 54.00
6. Jointly Owned Property (Schedule F) {6) .00
7. Transfers (Schedule G) (7) .00
B.. Total Assets (8) 67, 254.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,698.76
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) ( 10) 1,828.88
11. Total Deductions (I1) 9.F;27.64
12. Net Value of Tax Return {12) 57,726.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trust s (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 57,726.36
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 assess ed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate 115) • 00 X 00 _ . 00
lti. Amount of Line 14 taxable at Lineal/Class A rate (16) 57,726.36 X 045= 2,598.00
1'7. Amount of Line 14 at Sibling rate (17) • 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 {Lq). 2,598.00
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-07-2008 CD00997 129.54 2,461.30
rAYMtNI MuSI BE MADE BY 01-15-2009*.
TOTAL TAX CREDIT 2,590.84
BALANCE OF TAX DUE 7.16
INTEREST AND PEN. .00
TOTAL DUE 7.16
~ IF' PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FCIR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~
w occnun_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)