HomeMy WebLinkAbout11-14-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ,'} -NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES (,.~ -'~A'p'pR~-ISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION O'F;,DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _
HARRISBURG PA 17128-0601 +~-`~""
203 ~0'+~ 4 ~ A~411 ~ 23
v ~` ~:,~ I ~r~ 1
0~~`~ ~ P ' t"1 ~A,
JOEL 0 SECHRIST ((;; +,at-' -
SECHRIST LAW OFFICE~~
568 OLD YORK RD
ETTERS PA 17319
REV-1547 EX AFP (06-05)
DATE ].1-10-2008
ESTATE OF BARRETT HELEN K
DATE OF DEATH 08-12-2007
FILE NUMBER 'e'1 07-1078
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-09-2009
(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 F~
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BARRETT HELEN K FILE ND. 21 07-1078 ACN 101 DATE 11-10-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHAWGED
RCJCKYAIlUN LUNGERNING FUTURE INTEREST - SEE REVERSE
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To i
2.
Stocks and Bonds (Schedule B)
(2)
.00 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5 L I',002.82
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 7, 002.82
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 1,083.00
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 187,335.37
11. Total Deductions (11) 188.418. 7
12. Net Value of Tax Return (12) 181,415.55-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) (13) .00
14. Net Value of Estate Subject to Tax
c14) 181,415.55-
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 (15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .00 X 045 _ .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 _ .00
19. Principal Tax Due 00
TAY rRCTTTC. (19)= .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
TOTAL TAX CREDIT .00
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.-I
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)