HomeMy WebLinkAbout10-10-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PD BOX 2806111
HARRISBURG F'A 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAIS~MENT, ALLOWANCE OR DISALLOWANCE
- - OF DEDUCTIONS AND ASSESSMENT OF TAX
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SANDRA L RILEY ''`"
18 MOUNTAIN VIEW DR
CARLISLE PA 17013
REV-1547 EX AFP (06-05)
DATE 10-06-2008
ESTATE OF HOLLEY DOROTHY E
DATE OF DEATH 07-22-2007
FILE NUMBER 21 07-0849
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
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEM ENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSES SMENT OF TAX
ESTATE OF HOLLEY DOROTHY E FILE N0. 21 07-0849 ACN 101 DATE 10-06-2008
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. >tocks and Bonds (Schedule B) C2) ,00 credit to your account,
0 0 submit the upper portion
3. I:losely Held Stock/Partnership Interest (Schedule C) I3) ' of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. I;ash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 30,930.64
6. Jointly Owned Property (Schedule F) (6) .0 0
7. 'transfers (Schedule G) (7) .00
8. Total Assets Ce) 30,930.64
APPROVED DEDUCTIONS AND EXEMPTIONS:
8,569.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. 1Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.814.8 3
11. Total Deductions (11) 10.383.83
12. Net Value of Tax Return (12) 20,546.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) (13) .00
14. Net Value of Estate Sub]ect to Tax C14) 20,546.81
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 (16) 20,546.81 X 045 = 924.61
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. Principal Tax Due (19)= 924.61
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PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-11-2008 CD010004 .00 924.61
BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-12-2008
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL D
FOR C,4LCULATION OF ADDITIONAL INTEREST. IF TOTAL D
n DDruun
TOTAL TAX CREDIT 924.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. 14.20
TOTAL DUE 14.20
UE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
UE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
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