HomeMy WebLinkAbout10-10-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ ,._ NQT.LCE OF„_INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES /4PPRAISEMENT', ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTbONS-AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
.,;.,~ ,n~,_ ~ ~ DATE 10-06-2008
"'~ `'"' `~ ~~~' ~' 2 i ESTATE OF ATTICKS ELIZABETH G
DATE OF DEATH 10-16-2007
~.--_ - FILE NUMBER 21 07-1050
'~, ~ ~ ~ , _ ''=,~,`~ ~ COUNTY CUMBERLAND
HARRY L BRICKER JR ATT~Y;~ _'~~ ~ ACN 101
407 N FRONT ST APPEAL DATE: 12-05-2008
H B G P A 17101 ( 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 _ --1 R_ETA_IN LOWER POR_TION_ FOR YDUR RECORDS ~ _ _______________
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ATTICKS ELIZABETH G FILE N0. 21 07-1050 ACN 101 DATE 10-06-2008
TAX RETURN WAS: (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) .00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 71,080.95
6. .Jointly Owned Property (Schedule F) C6) 7,371.26
7. 'transfers (Schedule G) C7) 80,151.44
8. Total Assets (B)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
158,603.65
APPROVED DEDUCTIONS AND EXEMPTIONS: 39,392.48
9. 1=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. ])ebts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 39.392.48
C12) 119,211.17
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) 12,839.82
14. Net Value of Estate Subject to Tax C14) 106, 371.35
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
(15)
C16)
.00 X 00 = .00
. 00 X 045 _ .00
cln 11,121.26 X
cls) 95,250.09 X
12 _ 1,334.55
15 _ 14,287.51
c19)= 15,622.06
INA I.RGLi1J.
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
01-10-2008 CD009159 / 473.68 9,000.00
07-10-2008 CDO10011/ .00 6,148.39
TOTAL TAX CREDIT 15,622.07
BALANCE OF TAX DUE .O1CR
INTEREST AND PEN. .00
TOTAL DUE .O1CR
* 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
D RFFIINn. SFF REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)