HomeMy WebLinkAbout11-21-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAI,.~,EMENT., ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - "OF'DEDUGTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
DATE 11-17-2008
~~"'~ [, sz' G ~ ~~`.~~ ~~. ~~ ESTATE OF DENNEY EDWARD P
DATE OF DEATH 11-13-2007
~~~`~- FILE NUMBER 21 07-1063
Qu ~jl 1 ~~~ ACNNTY lO1BERLAND
E RALPH GODFREY ES~(; ,~," ~ `~
LAVERY ETAL ~ -Y,F~ APPEAL DATE: 01-16-2009
PO Box 1245 (See reverse side under Objections)
HBG PA 17108 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT Al_ONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS F-
REV-1fi47 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DENNEY EDWARD P FILE N0. 21 07-1063 ACN 101 DATE 11-17-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERWATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRA:[SED 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 EXEMPTIDNS: 43,526.38
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 288,890.14
11. Total Deductions (11) 332.416.52
408,943.64
12. Net Value of Tax Return (12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
408,943.64
14. Net Value of Estate Subject to Tax C14)
(1) 615,000.00 NOTE: To insure proper
C2) .00 credit to your account,
.00 submit the upper portion
(3) of this form with your
(4) .00 tax payment.
(5) 52, 946.80
(6) .00
(7) 73,413.36
cs) 741 , 360.16
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
lb.. Amount of Line 14 taxable at Lineal/Class A rate
17'. Amount of Line 14 at Sibling rate
1FI. Amount of Line 14 taxable at Collateral/Class B rate
15~. Principal Tax Due
(16) 408,943.64 X 045 _ 18,402.46
(ln • 00 X 12 = . 00
(19)= 18,402.46
~~ PAYMENT~~
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-13-2008 CD009298 / 631.58 12,000.00
08-13-2008 CD010124 .00 5,802.46
TOTAL TAX CREDIT 18,434.04
BALANCE OF TAX DUE 31.58CR
INTEREST AND PEN. .00
TOTAL DUE 31.58CR
~ 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" (CR), YOU MAY BE DUE
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