HomeMy WebLinkAbout11-14-08 (2) COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES {''~ +~~''":NOTICE OF INHERITANCE TAX
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INHERITANCE TAX DIVISION A,
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ENT, ALLOWANCE OR DISALLOWANCE',
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PO BOX 280601 OF' DEDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 ' "'"' "' "
REV-1547 EX AFP (06-05)
LQ~~ ~¢~t~ ~ ~ 1~~ ~~~ 23 DATE ]11-10-2008
ESTATE OF COONS MAUDIE C
DATE OF DEATH 1.0-13-2007
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FILE NUMBER 21 07-1055
JRT
ORPi-I~ of ~' ; ;ni
LYNN L REED ,
COUNTY (:UMBERLAND
(~(~ " '' ~ "^ ~'~
1318 BRECHBILL ACN
1.01
RD APPEAL DATE: 01-09-2009
CHAMBERSBURG PA 17202 (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 COONS MAUDIE C FILE N0. 21 07-1055 ACN 101 DATE 11-10-2008
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
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
13
C1) 157, 000.00 NOTE: To insure proper
(2)- 154 ,581.60 credit to your account,
C3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 321 , 630.05
(6)_ 79, 336.87
(7) .00
($) 712,548.52
5,128.38
C9)
(l0) 11 , 055.82
C11) 76.184. 0
(12) 696,364.32
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) (]3) .00
14. Net Value of Estate Subject to Tax (14) 696,364.32
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 C157 .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 551,659.30 X 045 _ 24,824.67
17. Amount of Line 14 at Sibling rate (177 .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 144,705.02 X 15 _ 21,705.75
19. Principal Tax Due 46
530
42
TAX CREDITS• (197= ,
.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-13-2008
CAI A~1 l~r nr CD010134 .00 46,530.42
•-r..-.~.,...~ yr ul~r,ilu ~rv1tKt,1/YtNALTY AS OF 08-14-2008 TOTAL TAX CREDIT 46,530.42
BALANCE OF TAX DUE .00
INTEREST AND PEN. 276.95
TOTAL DUE 276.95
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S:L, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE 1]F THIS FORM FOR INSTRUCTIONS.)