HomeMy WebLinkAbout10-10-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-, NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPR'AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 - 0'F DEDUCTIONS AND ASSESSMENT OF TAX
__
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
'~~ l'v-r ( ~ ~~ i (: 27 DATE 10-06-2008
L
ESTATE OF EDWARDS CHARLES H
,,, ,--,; ;-,rv DATE OF DEATH 10-13-2007
.~r, ir_- FILE NUMBER 21 07-0959
~J" ~,,; COUNTY CUMBERLAND
'
MELVIN E NEWCOMER E~q
- ACN 101
KLUXEN & NEWCOMER APPEAL DATE: 12-05-2008
P O BOX 5 3 9 (See reverse side under Objections
LANCASTER PA 17602 Amount Remitted -~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---
-------------------- - -'1 RETAIN LOWER PORTION FOR YOUR RECORDS !--
--------------------
REV-1547 EX AFP C03-05) --------------------------------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EDWARDS CHARLES H FILE N0. 21 07-0959 ACN 101 DATE 10-06-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
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
C1) 158,807.40
C2)_ 4,207.20
C3) .00
c4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
c5) 379 , 016.70
C6) .00
c7) .00
~$) 542, 031.30
23,135.72
C9)
clo) 9,803.99
(11) 3 .9 9.7
clz) 509, 091 .59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax
c15) .00 X 00 _ .00
c16) 509, 091 .59 X 045 = 22, 909.12
C17) • 00 X 12 _ . 00
C1s) .00 X 15 _ .00
C14) 509,091.59
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
rex rornrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
01-08-2008 CD009151 / 894.74 17,000
00
07-14-2008 CD010006~ .00 .
5,014.38
09-29-2008 SBADJUST .00 .96
c19)= 22,909.12
TOTAL TAX CREDIT 22,909.12
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ,
e accnun ecc orvrocr crnr nr Turc r„o.. ~..., ..~..r..~~,.~_......