HomeMy WebLinkAbout11-07-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,, ,.,-,;MQT&CE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~., , i p~pp~(A,~~µ~NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ .- -..,`DF-,pEDUETIONS AND ASSESSMENT OF TAX
PD BOX 280601
HARRISBURG PA 17128-0601 "'~ '` "~ I. ""
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HARRIET M. CONRAD CU~~.~kS;~i~E,~~`~L~ F',;~..
498 SHERWOOD DR
CARLISLE PA 17015
REV-1547 EX AFP (06-05)
DATE 11-03-2008
ESTATE OF SHUMAN LUELLA M
DATE OF DEATH 10-28-2007
FILE NUMBER 21 07-1153
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-02-2009
(See reverse side under Objections)
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 E-
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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 SHUMAN LUELLA M FILE N0. 21 07-1153 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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . 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) 34,32 7.29
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 328, 000.00
8. Total Assets (B) 362, 327 .29
APPROVED DEDUCTIONS AND EXEMPTIONS:
8,422 .49
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.612 .34
11. Total Deductions C11) 10.034.83
12. Net Value of Tax Return C12)
352,292.46
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 352,292.46
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) 352,292.46 X 045 = 15,853.16
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due C19)= 15,853.16
TAY /`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 11-18-2008 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 15,853.16
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 343.95
TOTAL DUE 16,197.11
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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
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