HomeMy WebLinkAbout11-14-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
i " ~ `fir ~ "~~Flp•T~CE ~pF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A}'{p$AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION v ,OF-,D,~pU~pT;xQNS AND ASSESSMENT OF TAX
PO BOX 280601 -
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
2~~~ ~~~~ ~ ~- A~'i ~~t 23 DATE 11-10-2008
ESTATE OF PEIFFER KATHRYN E
lr! Cilf1 ~'r
OHQr1A"~'`S C'~?'J~T
JAMES D CAMERON ESQ ~- -
1325 N FRONT ST
HBG PA 17102
DATE OF DEATH 03-26-2008
FILE NUMBER 21 08-0435
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-09-2009
(See reverse side under Objections)
Amount Remittedr
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P.A 17013
CUT ALON_6 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 PEIFFER KATHRYN E FILE N0. 21 08-0435 ACN 101 DATE 11-10-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
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) 1.,904.00 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) (5)_ 64,479.09
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 186,641.92
8. Total Assets (g) 253, 025. O 1
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,137.16
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2'.048.74
11. Total Deductions (11) 9.18.90
12. Net Value of Tax Return C12) 243,839.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) C13) .00
14. Net Value of Estate Subject to Tax
(14) 243,839.11
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) 243,839.11 X 045 = 10,972.76
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due (19)= 10,972.76
TAX CREIITTC•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
05-08-2008 CD009691 526.32 10,000.00
08-04-2008 CDO10100 .00 446.46
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
r~J
.~
TOTAL TAX CREDIT 10,972.78
BALANCE OF TAX DUE .02CR
INTEREST AND PEN. .00
TOTAL DUE .02CR
C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)