HomeMy WebLinkAbout12-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- NOfiICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~~~, FIA~I3.RATS~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF''DELf~ICTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ~ - - -
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MICHAEL A SCHERER~~9~1'" ~ , ,
OBRIEN ETAL
19 W SOUTH ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P,4 17013
CUT ALONG THIS LINE ---- -• R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS t-- _ ___________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF DOWNES LOIS J FILE N0. 21 08-0329 ACN 101 DATE 12-01-2008
TAX RETURN WAS: C 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)
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:
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
(1) .00 NOTE: To insure proper
(2) .00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 202',336.46
c6) .00
cn .00
cs) 202, 336.46
17.,225.35
C9)
clo) 487.90
(11) 1 7.71 ~. ~
I12) 184,623.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .1) (13) .00
14. Net Value of Estate Subject to Tax ClG) 184,623.21
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) 184,62:1.21 X 045 = 8,308.04
17. Amount of Line 14 at Sibling rate X17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) •00 X 15 _ .00
14. Principal Tax Due (19)= 8,308.04
TAX CREDTTC•
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT F'AID
06-04-2008 CD009847 407.89 7,750.00
08-26-2008 CD010196 .00 170.54
IuIAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST ANII PEN.
TOTAL DIIE
REV-1547 EX AFP C06-05)
DATE 12-01-2008
ESTATE OF DOWNES LOIS J
DATE OF DEATH 03-06-2008
FILE NUMBER 21 08-0329
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-30-2009
(See reverse side under Objections)
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
8,328.43
20.39CR
.00
20.39CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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.)