HomeMy WebLinkAbout11-14-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
''^-.~ -r-N07dCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES -,4PPRAP9~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,_:IIF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 J ~~ ~ -
REV-1547 EX AFP (06-05)
~d~~~F3~ +~ ~~~~~ ~3 DATE l.1-10-2008
ESTATE OF HESS DOROTHY R
DATE OF DEATH 02-18-2008
~"~~j'~ ~ `~ FILE NUMBER -1.1 08-0228
~P~i-!~i~;~'`~ ~~' ~~-~'~~ COUNTY CUMBERLAND
DAVID J LENOX ~~~°r ''~ '~i, ~a 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 ---- --> 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 HESS DOROTHY R FILE N0. 21 08-0228 ACN 101 DATE 11-10-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHAIJGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2)__ 35,264.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)- 6 2.339.12
6. Jointly Owned Property (Schedule F) (6)_ 15,072.31
7. Transfers (Schedule G) (7) 250,228.92
e. Total Assets (g) 362,904.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 11x288.67
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 584 .64
11. Total Deductions
C11) 11 •87~.~1
12. Net Value of Tax Return (12) 351,031.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) (13) 8,572.98
14. Net Value of Estate Subject to Tax (14) 342,458.06
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 (lg) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 342,458.06 X 045 _ 15,410.61
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due (lg)= 15,410
61
TOX (~RFiITTC. .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-12-2008 CD009718 684.21 13
000
00
08-12-2008 CD010132 00 ,
.
. 1,726.40
TOTAL TAX CREDIT 15,410.61
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 S:l, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A:i A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF-THIS FORM FOR INSTRUCTIONS.)