HomeMy WebLinkAbout11-21-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES pp{~'f'~A'I~S~hI~idT'_, ~,E-LLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 QF_;'_D6BUC'rLONS' dNB ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ~~„~ ~ REV-1547 EX AFP (06-05)
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DATE 11-17-2008
~~~~~ r~4'~rl C ~ ~~ ~~~ Q~ DATETOFODEATH 05I21M2007 JACQUELYN Y
h1~ ,`_ FILE NUMBER 21 07-0568
~~~~ fr ~~~~~ ~~~~'~~T ACNNTY lO1BERLAND
KEITH CRISSMAN ~Ua~,r*
10565 LONGFELLOW TRACE ~._).,~~ APPEAL DATE: 01-16-2009
S H R E V E P O R T L A 7110 6 (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 CRISSMAN JACQUELYN Y FILE N0. 21 07-0568 ACN 101 DATE 11-17-2008
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) 155, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 291,758.00 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) '00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Lash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 18,7 30.00
6. .Jointly Owned Property (Schedule F) C6) .00
7. 'transfers (Schedule G) (7) 123,881.00
8. Total Assets (g) 589,369.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 1,670.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. :Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 1 .670.00
12. Net Value of Tax Return (12) 587,699.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 587,699.00
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 14 taxable at Lineal/Class A rate (16) 587,699.00 X 045 = 26,446.00
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) •00 X 15 = .00
19. Principal Tax Due (19)= 26,446.00
~~`PAYMENT~
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
08-14-2007 CD008563 1,322.30 26,203.00
TOTAL TAX CREDIT 27,525.30
BALANCE OF TAX DUE 1,079.30CR
INTEREST AND PEN. .00
TOTAL DUE 1,079.30CR
* 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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