HomeMy WebLinkAbout11-21-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPf~AISEM€N7, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - OF~ DEDUCTIONS AND ASSESSMENT OF TAX
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107 N 24TH ST
CAMP HILL PA 17011
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~ R_ETA_IN LOWER PORTION FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CONRAD AMY J FILE N0. 21 07-1094 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)
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)
11. Total Deductions
12. Net Value of Tax Return
C1) .00 NOTE: To insure proper
C2) 244,949.19 credit to your account,
.00 submit the upper portion
C3) of this form with your
C4) .00 tax payment.
c5) 148,795.02
c6) .00
c7) 252,896.49
ca) 646,640.70
18,744.59
C9)
clo) 8.779.61
C11) 27,524.20
c12) 619, 116.50
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 4 33,381.04
14. Net Value of Estate Subject to Tax
c14) 185,735.46
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:
• 00
00
. 00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) •00 X 04 5 .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) 185,735.46 X 15 = 27,860.32
C19)= 27,860.32
19. Principal Tax Due
1/iA VI~GLi ,
PAYMENT
DA"fE
RECEIPT
NUMBER
DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-11-2008 CD009293 315.79 6,000.00
08-12-2008 CD010130 .00 21,544.53
TOTAL TAX CREDIT 27,860.32
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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REV-1547 EX AFP (06-05)
DATE 11-17-2008
ESTATE OF CONRAD AMY J
DATE OF DEATH 11-14-2007
FILE NUMBER 21 07-1094
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-16-2009
(See reverse side under Objections)
Amount Remitted-~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: