HomeMy WebLinkAbout10-17-08COMMONWEALTH 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
PD BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
-,r•e ~„• ~ -F ~:, ;t ~r~`• ', ~ DATE 10-13-2008
.. _ .' :.; ;~ i r.:
ESTATE OF MESSNER LOIS M
DATE OF DEATH 02-18-2008
'-' FILE NUMBER 21 08-0219
~' ~ COUNTY CUMBERLAND
SCOTT MESSNER ~, ~~~ ~ `~~~
- ACN 101
95 GREEN LANE DR APPEAL DATE: 12-12-2008
CAMP H I L L PA 17 011 (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 FDR YOUR RECORDS 4--
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MESSNER LOIS M FILE N0. 21 08-0219 ACN 101 DATE 10-13-2008
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) C1) .00 NOTE: 7o insure proper
2. Stocks and Bonds (Schedule B) (2) ,QO credit to your account,
0Q submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4] .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5 6,771.84
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets cB) 56,771.84
APPROV ED DEDUCTIONS AND EXEMPTIONS:
5,166.82
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 3>4 31.72
11 . Total Deductions C11) B • X98 - ~4
12. Net Value of Tax Return (12) 48, 173.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J] C13) .00
14. Net Value of Estate Subject to Tax C14) 48, 173.30
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. Amount of Line 14 at Spousal rate C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 48, 173.30 X 045 = 2, 167.80
17.. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18] •00 X 15 = .00
19. Principal Tax Due
rev rornrrc. C19)= 2, 167 .80
~~ PAY'MENT
DATE REC IPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
07-23-2008 CD010049 .00 2,167.80
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 2,167.80
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. '
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE~~
~ occiiun_ sEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)