HomeMy WebLinkAbout11-07-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.~~r3,. .~,yb,l~y~i~ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES j7"ir.,''.'~~~K~iJ'~7RICfJ rALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - ~~ ~ ~'t1F,`DEDIk¢BSbNS AND ASSESSMENT OF TAX
PO BOX 280601 ~. i
HARRISBURG PA 17128-0601 i '' " `- ~ '`" a ""'
REV-1547 EX AFP (06-05)
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1 DATE 11-03-2008
ESTATE OF PARRY JUDITH N
DATE OF DEATH 11-27-2007
~~~~'~ ~`- FILE NUMBER 21 07-1106
tIRP~-IA~I'J GOJMT COUNTY CUMBERLAND
EDWARD A MONSKY CUf~,~U:~! j `C ~~(~., ~~ ACN 101
FINE ETAL APPEAL DATE: 01-02-2009
P O BOX 5 9 0 (See reverse side under Objections )
SCRANTON PA 18501 Amount Remitted ~~~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---1 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 PARRY JUDITH N FILE N0. 21 07-1106 ACN 101 DATE 11-03-2008
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(1) 49,990.00
(z) .00
c3) .00
(4) .00
(5) 48 , 281.00
c6) .00
(7) .00
C8)
(9) 15, 025.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
98,271.00
(lo) 10,074.00
11. Total Deductions (11) 25.099.00
12. Net Value of Tax Return (12)
73,172.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13] .00
14. Net Value of Estate Subject to Tax (14)
73,172.00
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 C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 73,172.00 X 045 = 3,293.00
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) •00 X 15 _ .00
19. Principal Tax Due (19)= 3,293.00
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PAYMENT
DATE RECEI T
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-22-2008 CD009341 /
/ 105.26 2,000.00
07-29-2008 CD010076 .00 1,193.00
TOTAL TAX CREDIT 3,298.26
BALANCE OF TAX DUE 5.26CR
INTEREST AND PEN. .00
TOTAL DUE 5.26CR
* 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" CCR), YOU MAY BE DUE
d RFFIIND_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)