HomeMy WebLinkAbout10-10-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ _ ..
''~ ~ `NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 --
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
j^_~1!~ ~:~-! ( ~ ~;"+ ~ ~ ~~ DATE 10-06-2008
- ESTATE OF ADAMS HELEN M
,;~-- - DATE OF DEATH 03-09-2008
~~, ~:~ ~~~.~ ~~? FILE NUMBER 21 08-034
~,;';:' ~ COUNTY CUMBERLAND
SUSAN WEARY ~- ~ ACN 101
:LO SGRIGNOLI LN APPEAL DATE: 12-05-2008
1=NOLA PA 17025 (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 E--' --------------
REV-15~+7 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ADAMS HELEN M FILE N0. 21 08-0346 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) (1) 13,500.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2} ,00 credit to your account,
.0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (43 .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E] (5) 2 8,60 3.00
6. Jointly Owned Property (Schedule F] (6) .00
7. Trahsfers (Schedule G) (7) .00
42,103.00
8.. Total Assets (8)
APPROVED DEDUCTIONS AND EXEMPTIONS: ~ 6,482.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 112.00
11. Total Deductions (11) 6 .594 _ DO
12. Net Value of Tax Return C12} 35,509.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 35,509.00
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 (15) •00 X 00 = .00
lb. Amount of Line 14 taxable at Lineal/Class A rate C16) 35,509.00 }( 045 = 1,598.00
17'. Amount of Line 14 at Sibling rate (17} .00 X 12 = .00
1EI. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 = .00
lSi. Principal Tax Due
I-TTT[. _ (19}= 1,598.00
~^ PAYMENT~~
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-1.6-2008 CD010023 .00 1,598.00
TOTAL TAX CREDIT 1,598.00
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 81, NO PAYMENT IS REQUIRED. _
FOIR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
w pCC11uT crr aFVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) '