HomeMy WebLinkAbout10-17-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2806111
HARRISBURG F'A 17128-0601
JOHN H BROUJOS
4 N HANOVER ST
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-_ - NOTICE OFrINHERITANCE TAX
-APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEpUCTIONS AND ASSESSMENT OF TAX
r ..,
ESQ ~ ._:
PA 17013
REV-1547 EX AFP (06-05)
~;•`-DATE 09-29-2008
ESTATE OF ALEXANDER W N
DATE OF DEATH 06-11-2007
-_- FILE NUMBER 21 07-0656
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-28-2008
(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 -! 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 ALEXANDER W N FILE N0. 21 07-0656 ACN 101 DATE 09-29-2008
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. 'Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. (Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
C15)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
C13)
C14)
.00
155,057.50
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
~1) 132,000.00 NOTE: To insure proper
c2) 102, 674.21 credit to your account,
.00 submit the upper portion
~3) of this form with your
C4) .00 tax payment.
I5) 34 , 735.44
c6) .00
~7) .00
fig) 269,409.65
33,609.73
C9)
clo) 80.742.42
(11) 14.
c12) 155, 057.50
.00 X
c16) • 00 x
ci7) 29,460.00 X
C18) 125,597.00 X
00 _ .00
045 _ .00
12 _ 3,535.20
15 _ 18,839.55
c19)= 22,374.75
1 M/~ 4. 1~ L L 1 1 J
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-10••2007 CD008654 / 1,118.74 22,060.00
06-03••2008 CD009838 / .00 314.75
TOTAL TAX CREDIT 23,493.49
BALANCE OF TAX DUE 1,118.74CR
INTEREST AND PEN. .00
TOTAL DUE 1,118.74CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE I
n orrnun crr RFVFRCC CTnF OF THTS FORM FOR TNSTRLICTIONS_) ~,/