HomeMy WebLinkAbout11-05-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -j (~~A~P1~4IrS~EiNT";: ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION `? `'~ ~--~irE CT~I'CSNS' AND ASSESSMENT OF TAX
PO BOX 280601 ,. - ~
HARRISBURG PA 17128-0601 "~ v ,.,,`~ ~; ,,,, REV-1547 EX AFP (06-05)
DATE 1(1-27-2008
ZOO8 NOV -5 AM { I ~ 3S ESTATE OF LE:PLY TERRY L
DATE OF DEATH 0'_i-16-2008
~p Ci~~Rit 1~~ FILE NUMBER 2l. 08-0590
ORPH~hJ'S COURT COUNTY CUMBERLAND
LISA M COYNE ACN 1(11
3901 MARKET ST '~~~~'~~~~`~~ ~~" ~ APPEAL DATE: 12-26-2008
CAMP H I L L PA 17011- 4227 (See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PE1 17013
CUT ALONG THIS LINE -• RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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 LEPLY TERRY L FILE N0. 21 08-0590 q(:N 101 DATE 10-27-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (L) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,14 0.00
6. Jointly Owned Property (Schedule F) (6) 35,859.04
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 38,999.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
6,081.50
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1,4 02.87
11. Total Deductions (11) 7.484.37
12. Net Value of Tax Return C12) 31,514.67
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) (13) •00
14. Net Value of Estate Subject to Tax (14) 31,514.67
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
16. Amount of Line 14 taxable at Lineal/Class A rate (16) . 00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 __ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 31,51~i.67 X 15 _ 4,727.20
19. Principal Tax Due (19)= 4,727.20
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT F'AID
07-31-2008 CD010084 236.36 4,490.84
TOTAL TAX CREDIT 4,727.20
BALANCE OF TAX DUE .00
INTEREST ANI) PEN. .00
TOTAL DUE .00 ~
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. !
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE C
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)