HomeMy WebLinkAbout10-10-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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NOTICE OF :INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -OF DEDUGTION:S'.AND ASSESSMENT OF TAX
PO BOX 280601 .. ..
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
-:,; {, ,F~`,. % Iv F `~ ~: Z~ATE 10-06-2008
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ESTATE OF MARIETTA WILLIAM R
- DATE OF DEATH 01-02-2008
~. ~ , ~ , ~~,~ FILE NUMBER 21 08-0045
~ ' `~ ~ ~~; COUNTY CUMBERLAND
MORGAN MARIETTA ~.. ACN 101
4314 CHESTNUT ST APPEAL DATE: 12-05-2008
CAMP HILL PA 17011 (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 RECORDS ~-
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MARIETTA WILLIAM R FILE N0. 21 08-0045 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)
2. :hocks and Bonds (Schedule B)
3. I:losely Held Stock/Partnership Interest (Schedule C)
4. 14ortgages/Notes Receivable (Schedule D)
5. I:ash/Bank Deposits/Misc. Personal Property (Schedule E)
6. .Jointly Owned Property (Schedule F)
7. "transfers (Schedule G)
8. Total Assets
cl) 145,300.00
Iz) .00
c3) .00
c4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) 27,023.00
I6) .00
I7) 53,874.30
~$) 226, 197.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,714.00
9. 1=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 58.399.00
11. Total Deductions (11) 66.113.00
12. Net Value of Tax Return C12)
160,084.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14)
160,084.30
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. ~4mount of Line 14 at Spousal rate (15) • 00 X 00 = . 00
16. ,4mount of Line 14 taxable at Lineal/Class A rate (16) 160,084.30 X 045= 7,203.79
17. ,4mount of Line 14 at Sibling rate (17) • 00 X 12 = . 00
18. ,4mount of Line 14 taxable at Collateral/Class B rate C18) • 00 X 15 _ . 00
19. (Principal Tax Due 119)= 7,203.79
rex rornrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
07-11-2008 CD010005 .00 7,203.79
TOTAL TAX CREDIT 7,203.79
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PA]:D AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IFnTOTAL DUErISrREFLECTEDrASrAT~'CREDITu (CR)*,YOU MAY^BE DUE ,