HomeMy WebLinkAbout11-14-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'~ ~ '"' " .flOF.ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~
INHERITANCE TAX DIVISION '~-~PRAfSEMENT, ALLOWANCE OR DISALLOWANCE
PD BOX 28D601 _, ~_ ' '~OF'b'EDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-D601 ~ '
REV-1547 EX AFP (06-05)
~~~5 ~~fl~~ ~ ~} ,~~ "; ~3 DATE 11-10-2008
ESTATE OF HERSHEY RUTH E
DATE OF DEATH 11-15-2007
~L~~,~ r''° T FILE NUMBER 21 07-1123
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JAN M WILEY C11, t;~ ~^; ~~ COUNTY CUMBERLAND
ACN 101
WILEY GROUP APPEAL DATE: 01-09-2009
13 O W C H U R C H S T (See reverse ,side under Objections
DILLSBURG PA 17019 Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- -• R_ETA_IN LOWER POR_TION_ 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 HERSHEY RUTH E FILE N0. 21 07-1123 ACN 101 DATE 11-10-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
M;t,tN;yAIiON 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:
(1) .00 NOTE: To insure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 43,612.08
c6) .00
cn 168,820.72
~$) 212,432.80
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) fig) 25,754.2 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) - 2~_.7r,4. 0
12. Net Value of Tax Return I12) 186, 678.60
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) C13) .00
14. Net Value of Estate Subject to Tax
c14) 186,678.60
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) 186,678.60 X 045 = 8,400.54
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 C18) .00 X 15 _ .00
19. Principal Tax Due c19)= 8,400.54
TeX rornTrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
01-31-2008 CD009245 210.53 4,000
00
08-14-2008 CD010153 .00 .
4,190.01
TOTAL TAX CREDIT 8,400.54
BALANCE OF TAX DUE .00
INTEREST AND PEN. ,D0
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
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.)