HomeMy WebLinkAbout10-17-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ApPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 2806D1 OF DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~~ ~ , s~-. : -, DATE 10 - 13-2008
` ~°~~` !'~~ ~~ ~ ESTATE OF MEYERS JANE S
DATE OF DEATH 03-02-2008
FILE NUMBER 21 08-0317
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' ~ COUNTY CUMBERLAND
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JAMES D CAMPBELL _
JR ,!'
ACN 101
C:ALDWELL & KEARNS APPEAL DATE: 12-12-2008
3.631 N FRONT ST (See reverse side under Objections)
FIBG PA 17110 Amount Remittedr
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 ~-
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REV-1547 EX AFP C03-05) ----------------------
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MEYERS JANE S FILE N0. 21 08-0317 ACN 101 DATE 10-13-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. I'lortgages/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
C8)
credit to your account,
submit the upper portion
of this form with your
tax payment.
544,535.21
APPROVED DEDUCTIONS AND EXEMPTIONS:
16,813 .42
9. 1=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. ]Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) 16.81 ~.4
12. Net Value of Tax Return C12) 527,721.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax (14) 527,721.79
NOTE: If an assessment was issued previously, l ines 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. ~4mount of Line 14 at Spousal rate (15) • 00 X 00 _ . 00
16. ~4mount of Line 14 taxable at Lineal/Class A rate (16) 527,721.79 X 045 = 23,747.48
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 (19)= 23, 747.48
Tex rernrrc.
~~•PAYME:NT ~ _
DATIE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-09-2008 CD009694 1,187.37 22,800.00
TOTAL TAX CREDIT 23,987.37
BALANCE OF TAX DUE 239.89CR
INTEREST AND PEN. .00
TOTAL DUE 239.89CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU K'
A DCCIIN TI CCC DCVCDCC CTTIC fIC TLlTC ClIDM CAD TAICTDII!`TTAAIC 1
Cz) 544 , 535.21
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c4) .00
c5) .00
c6) .00
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