HomeMy WebLinkAbout10-10-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG I'A 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- -- -N@TiCE OF INHERITANCE TAX
_ A'F?PRA•ISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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DEBRA K WALLET r' ~ ='t
D K WALLET LAW OFCS
24 N 32ND ST
CAMP HILL PA 17011
REY-1547 EX AFP C06-05)
DATE 10-06-2008
ESTATE OF HILER DOROTHY E
DATE OF DEATH 10-14-2007
FILE NUMBER 21 07-0965
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-05-2008
(See reverse side under Objections)
Amount Remittedl -~
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 ~
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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 HILER DOROTHY E FILE N0. 21 07-0965 ACN 101
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OR
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) (1) 187, 131.00 NOTE: To insure proper
2. Sttocks and Bonds (Schedule B) C2) .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) (4) .00 tax payment.
5. Crash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 56,581.36
6. .lointly Owned Property (Schedule F) C6) 50,114.84
7. Transfers (Schedule G) (7) .00
8. Total Assets C8)
293,827.20
APPROVED DEDUCTIONS AND EXEMPTIONS:
27,399.34
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2,429.92
11. Total Deductions (11) 29.829.26
12. Net Value of Tax Return C12)
263,997.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax (14) 263, 997.94
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) 263, 997.94 X 045 = 11 , 879.91
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due C19)= 11,879.91
TAY 1'D (TIT TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
01-11-2008 CD009175 526.32 10,000.00
07-11-2008 CD010008 / .00 1,353.59
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 11,879.91
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRI1CTTnNt_0 "`~~~"`