HomeMy WebLinkAbout10-27-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NDTICE 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)
r~;--- -~ ., ,,,-DATE 10-21-2008
" ' ~' ' ~~ ~ '-"' ESTATE OF TUMAN IM S
DATE OF DEATH 05-03-2008
~.' _ FILE NUMBER 21 08-0511
Ui ~~ COUNTY CUMBERLAND
CHRISTOPHER E RICE ~~~ '" ACN 101
MARTSON LAW OFCS APPEAL DATE: 12-20-2008
10 E H I G H S T (See reverse side under Objections
CARLISLE PA 17013 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 F- --------------
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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 TUMAN IM S FILE N0. 21 08-0511 ACN 101 DATE 10-21-2008
TAX RETURN WAS: C 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
(15)
(16)
APPROVED DEDUCTIONS AND EXEMPTIONS: 46,493.55
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 11,909.18
11. Total Deductions (11) 58.402.73
12. Net Value of Tax Return (12) 446, 192.59
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 446, 192.59
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
C1) 178,644.60 NOTE: To insure proper
(2) 320,276.27 credit to your account,
00 submit the upper portion
(3) . of this form with your
(y) .00 tax payment.
(5) 5,674.45
(6) .00
(7) .00
(8) 504,595.32
.00 X
.00 X
(17) 396, 192.59 X
(18) 50,000.00 X
00 _ .00
045 _ .00
12 _ 47,543.11
15 _ 7,500.00
(19)= 55, 043.11
1HA 1rR r-Li 1 J-
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-24-2008 (0010057 2,752.16 52,290.95
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 55,043.11
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" (CR), YOU MAY BE DU
w orrnun crc DCVCQCC cTnF nF TFITS FORM FOR INSTRUCTIONS.)