HomeMy WebLinkAbout12-01-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
" - NOTICE OF INHERITANCE TAX
BUREAU OF' INDIVIDUAL TAXES - APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _' OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2806,01 - - - ._
HARRISBURG PA 17128-0601
'',i ~ni/ r~.._
''---~ .f
PIURREL R WA~1-SRS LII ESQ.., ",~,
~i4 E MAIN ST
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE 11-24-2008
ESTATE OF BROWN DONALD M
DATE OF DEATH 05-25-2008
FILE NUMBER 21 08-0613
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-23-2009
(See reverse side under Objections)
Amount Remitted-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
CUT ALONG THIS LINE ~- RETAIN 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 BROWN DONALD M FILE N0. 21 08-0613 ACN 101 DATE 11-24-2008
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)
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
cl) .00
(2) .00
c3) .00
c4) .00
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 360,412.98
c6) 187,027.49
(7) .00
~$) 547,440.47
APPROVED DEDUCTIONS AND EXEMPTIONS:
17,450.61
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1,419.6 5
11. Total Deductions C11) 18.870.26
12. Net Value of Tax Return C12) 528,570.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14 Net Value of Estate Subject to Tax (14) 528,570.21
.
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.
ASSESSFIENT 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) 528,570.21 X 045 = 23,785.66
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= 23, 785.66
rwv roi:nrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-19••2008
11-17••2008 CD010162
SBADJUST~ 1,189.28
00 22,596.37
O1
. .
TOTAL TAX CREDIT 23,785.66
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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^AT"CREDIT;: (CR)" YOU MAY^BE DUE