HomeMy WebLinkAbout11-07-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
rx ~"1 ,~-~,, ,yOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ` ' !.'F,hpys~y~~~p(ENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION qtr '^,`~`f -.
PO BOX 280601 t „- ~,a;~;` i ' 4F D~EpIyCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~~
~ REV-1547 EX AFP (06-05)
~U~U ~~~ _7 P~ ~~~ ~~ DATE 11 -03-2008
ESTATE OF WALDEMAR EDITH M
DATE OF DEATH 04-11-2007
C~EFK(,;~ FILE NUMBER 21 07-0375
OR~~'~,~ vQJt~T COUNTY CUMBERLAND
STEPHEN D TILEY ~~~~`~~ A4'~~ ~,'~ ~ ACN 101
FREY & TILEY APPEAL DATE: 01-02-2009
5 S HANOVER ST (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 _ -~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ ____________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WALDEMAR EDITH M FILE N0. 21 07-0375 ACN 101 DATE 11-03-2008
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: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) C2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 71,320.00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 71 , 320.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 15,520.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.730.00
11. Total Deductions I11) 17.7F:0.00
12. Net Value of Tax Return (12) 54,070.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 5 2,081.00
14. Net Value of Estate Subject to Tax C14) 1,989.00
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 L4 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 C18) 1,988.88 X 15 _ 298.00
19. Principal Tax Due (19)= 298.00
TAY rf?~T1TTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-01-2008 CD009641 / .00 3.94
05-01-2008 CD009642 6.35- 328.13
10-27-2008 REFUND .00 27.72-
TOTAL TAX CREDIT 298.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. ,00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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