HomeMy WebLinkAbout11-14-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_r-~ , , ".';FFp'TICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES - '.p'~p~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION ;;O'F _DEDUETIONS AND ASSESSMENT OF TAX
PO BOX 280601 '- '- '
HARRISBURG PA 17128-0601 ' ~'L_`'''~ `" i ~- ~~
REV-1547 EX AFP (06-05)
2~~~ ~'~Q~ ~ (~ ~~ ~~; Z~ DATE 11-10-2008
ESTATE OF TALMADGE JOSEPHINE I
DATE OF DEATH 03-17-2008
C~EI~K Cc=
FILE NUMBER 21 08-0312
Or~FI"'A~ ~ ` "~~~~~ COUNTY CUMBERLAND
SUSAN K KATZ ~~`' ~ ~" ~ ~~~~ ~A,
CUf~.. ,. _ ACN 101
1451 MILLER RD APPEAL DATE: 01-09-2009
DAU P H I N PA 17 018 (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 ---- --) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ _________
REV-1547 EX AFP C03-051 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TALMADGE JOSEPHINE I FILE N0. 21 08-0312 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) (1) 122,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 22,669.71 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) (5) 31.998.82
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 157', 098.33
8. Total Assets (e) 333, 766.86
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
22.,891.11
C9)
clo) 162.00
(11) 73,053.17
(lz) 310,713.75
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,I) C13) .00
14. Net Value of Estate Subject to Tax
(14) 310,713.75
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 (16) 310,713.75 X 045 _ 13,982.12
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
rwv rornrrr. Tax Due (ly)= 13, 982.12
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
10-15-2008 CD010418 .00 13,982.12
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
C IF TOTAL DU
IF TOTAL DU
A REFUND. S
TOTAL TAX CREDIT 13,982.12
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ..
EE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS J..~ /'