HomeMy WebLinkAbout10-27-08COMMONWEALTH 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)
~ -~ ~ ~ ,. `~ DATE 10-21-2008
ESTATE OF BEARD BEVERLY A
`'I- DATE OF DEATH 03-23-2005
j~:,_ FILE NUMBER 21 05-0202
'~~"'~ ''` COUNTY CUMBERLAND
FRANCIS A ZULLI ESQ ACN 101
WION ETAL APPEAL DATE: 12-20-2008
109 LOCUST ST (See reverse side under Objections)
HBG PA 17101 Amount Remitted -l
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-- _ __ ___
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEARD BEVERLY A FILE N0. 21 05-D202 ACN 101 DATE 10-21-2008
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
(1) .00 NOTE: To insure proper
f2] .00 credit to your account,
f3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 3,514.59
c6) .00
fn .00
fs) 3,514.59
APPROVED DEDUCTIONS AND EXEMPTIONS:
5,232.66
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,513.85
il. Total Deductions (11) 8.746. ]
12. Net Value of Tax Return (12) 5,231.92-
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J] (13) .00
14. Net Value of Estate Subject to Tax f14J 5, 231 . 92-
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 assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) • 00 X 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) • 00 X 045 _ . 00
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] .0 0 X 15 _ .00
19. Principal Tax Due C19J= .00
TAY f DCTTTC. '
PAYMENT
DATE REC IPT
NUMBER DISCOUNT C+)
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 C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" fCR), YOU MAY BE DUE r.
4 REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)