HomeMy WebLinkAbout12-08-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
CHRISTOPHER E RICE
MARTSON LAW OFFICES
10 E HIGH ST
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ _. ,~0-T~•GE .OF INHERITANCE TAX
' 1,-pPRAISEMEMT., ALLOWANCE OR DISALLOWANCE
•t'OF';I)EDUCTIONS AND ASSESSMENT OF TAX
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CARLISLE PA 17013
REV-1547 EX AFP C06-05)
DATE 12-01-2008
ESTATE OF TRITT LINDA K
DATE OF DEATH 0.5-15-2008
FILE NUMBER 21 08-0845
COUNTY CUMBERLAND
ACN 1D1
APPEAL DE\TE: 01-30-2009
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND I;0 COURT HOUSE
CARLISLE, P~4 17013
CUT ALONG THIS LINE _'~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F- _
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF TRITT LINDA K FILE N0. 21 08-0845 AI:N 101 _______________
OR
DATE 12-01-2008
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) .OD NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) C5) 3,456.74
6. Jointly Owned Property (Schedule F) (6) 41,496.48
7. Transfers (Schedule G) (7) 97,586.94
8. Total Assets (e) 142,540.16
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) 22.,494.13
(9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C 10) 288.4 0
11. Total Deductions
(11)
79.78 .~~
12. Net Value of Tax Return (12) 119,757.63
13. Charitable/Governmental Bequests; Non-elected 9113 Trust s (Schedule .1) (13) .00
14. Net Value of Estate Subject to Tax (ly) 119, 757.63
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 __ .0 0
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 99,798.07 X 045 _ 4,490.91
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) 19,959.56 X 15 _ 2,993.93
19. Principal Tax Due (19)= 7,484.84
DATE NUMBER INTEREST/PEN PAID (-) AMOUNT F'AID
08-15-2008 CD010150 224.55 4,266.36
PAYMENT MUST BE MADE BY 02-15-2009*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 4,490.91
BALANCE OF TAX DUE 2,993.93
INTEREST ANI) PEN. .00
TOTAL DIIE 2,993.93
~;
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)