HomeMy WebLinkAbout11-07-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES r%~~,iAl?~~A~~SFsME'~l ,el,~iLOWANCETORCDISALLOWANCE
INHERITANCE TAX DIVISION ~T1.~:D~QUGT;IONS AND ASSESSMENT OF TAX
PO BOX 280601 '~_ .6J,~ .
HARRISBURG PA 17128-0601 ~ "` i°" '~'
7Q~8 '~~ -7 PM 12~ 37
C~~~t~ ~f
{O'p~i'N.A.~~'S ~,;i~l~~~;;
ANTHONY L DELUCA ESQ CVr'v+t'?'.=~ j`t',,~r~, ~,:~ O~
113 FRONT ST
PO 80X 358
BOILING SPGS PA 17007
REV-1547 EX AFP (06-05)
DATE 11-03-2008
ESTATE OF WILHELM THELMA H
DATE OF DEATH 02-25-2008
FILE NUMBER 21 08-0726
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 ~--~
--------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILHELM THELMA H FILE N0. 21 08-0726 ACN 101
-----
OR
DATE
------------
11-03-2008
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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .00
credit
to your account,
3. Closely Held Stock/Partnership Interest (Schedule C)
C3)
.00 submit the upper portion
of thi s form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax pa yment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4,4 65.4 3
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets fig) 4,465.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
697 .00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 697.00
12. Net Value of Tax Return (12) 3,768.4 3
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 3, 768.43
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 C17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 3,768.43 X 15 _ 565.26
19. Principal Tax Due c19)= 565.26
rex rornrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-31-2008 (0010077 .00 565.26
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 565.26
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~.,
O RFFIINn_ SFF REVERSE CTT1G nG TLJTC DnRM CnD TNCTDnrTrnuc