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HomeMy WebLinkAbout10-10-08BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG F'A 17128-0601 THOMAS E FLOWER SAIDIS ETAL 2109 MARKET ST CAMP HILL COMMONWEALTH OF PENNSYLVANIA ,...DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE v OF DEDUCTIONS AND ASSESSMENT OF TAX ,-.I - _~ `:::': ~~ r . '" . , ~r1T ~, - ESQ PA 17011 REV-1547 EX AFP CD6-05) DATE 10-06-2008 ESTATE OF BURKEY WILLIAM E DATE OF DEATH 02-18-2008 FILE NUMBER 21 08-0304 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 _ -~ RETA_IN LOWER POR_TION_ 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 BURKEY WILLIAM E FILE N0. 21 08-0304 ACN 101 DATE 10-06-2008 TAX RETURN WAS: (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. Stocks and Bonds (Schedule B) (2) .00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 13,0 94.94 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 B. Total Assets (g) 13, 094.94 APPROVED DEDUCTIONS AND EXEMPTIONS: 3,853.96 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)- .00 11. Total Deductions C11) 3.83.96 12. Net Value of Tax Return C12) 9,240.98 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax C14) 9,240.98 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 assess ed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 9,240.98 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) •0 0 X 04 5 = .0 0 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 rex rvr_nrrc. (19)= . OD PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE n crcnun cFC REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)