HomeMy WebLinkAbout11-14-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ "''~. g~~'~G~;.~F INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 'AFfRATS~M~NT;,"ALLOWANCE DR DISALLOWANCE
INHERITANCE TAX DIVISION ~ DEDUC71QNS AND ASSESSMENT OF TAX
PO BOX 280601 „~ , ,._ ~,
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
2s#o~ ~e~~ 1 ~.} ~~ ~~: 23 DATE 11-10-2008
ESTATE OF MCDOWELL DOROTHY F
V~ ` r~,.i~a ~ ~~.~i~~
JENNIFER B HIPP C~J`," ~ '': '~~} PPS
BOGAR 8~ HIPP LAW OFCS
1 W MAIN ST
SHIREMANSTOWN PA 17011
DATE OF DEATH 03-25-2008
FILE NUMBER 21 08-0376
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, P,A 17013
CUT ALONG THIS LINE -_-- ~- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ __________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF MCDOWELL DOROTHY F FILE N0. 21 08-0376 ACN 101 DATE 11-10-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
KESERVATiON 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) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .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)_ 228.333.45
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 5,851.66
B. Total Assets (e) 234, 185.11
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 26;,91'5.07
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
(lo) 565.00
C11) 77.480.07
(1z) 206,705.04
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) (13) .00
14. Net Value of Estate Subject to Tax
(14) 206,705.04
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 (16) 200,853.38 X 045 = 9,038.40
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) 5,851.66 X 15 _ $77,75
19. Principal Tax Due
rex rocnrT~. (19)= 9,916.15
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
06-25-2008 CD009928 494.30 9,391
68
08-15-2008 CD010149 .00 .
30.17
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 9,916.15
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE ,00
~~
IF TOTAL DUE IS LESS THAN S,l, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED A:i A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)