HomeMy WebLinkAbout11-21-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF= INDIVIDUAL TAXES APPRAI'SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF `DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
DATE 11-10-2008
~~~~~~ ~`~~~ Z ~ ~i'"'~ I2.~ {~ J ESTATE OF PRENTICE WILLIAM
t.
DATE OF DEATH 11-25-2007
C~LErs!~t {_,~_ FILE NUMBER 21 07-1097
0~~~,~~ ~ ^,~~ f~~ COUNTY CUMBERLAND
MARK PRENTICE C~;q~ ~_.,,~ ,,~ PA ACN 101
2920 LINCOLN ST ~' - APPEAL DATE: 01-09-2009
CAM P H I L L P A 17 011 (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 PRENTICE WILLIAM FILE N0. 21 07-1097 ACN 101 DATE 11-10-2008
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
APPR01/ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12
13
14
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
C13) .00
C14) 326,473.01
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 C15) • 00 X 00 = . 00
16.. Amount of Line 14 taxable at Lineal/Class A rate C16) 326,473.01 X 045 = 14,691.29
17'. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
1EI. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
15i. Principal Tax Due C19)= 14,691.29
TAY rRFT1TTC~
PAYMENT
]]ATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
02-e".'0-2008 CD009321 734.56 15,000.00
(1) 276, 000.00 NOTE: To insure proper
C2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
cs) 62,613.40
c6) .00
C7) .00
C8) 338,613.40
C9) 11 , 566.73
Clo) 573.66
C11) 1?,140.39
C12) 326,473.01
TOTAL TAX CREDIT 15,734.56
BALANCE OF TAX DUE I,043.27CR
INTEREST AND PEN. .00
TOTAL DUE 1,043.27CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
. orciiun crr orvFRSF STDE OF THIS FORM FOR INSTRUCTIONS.)