HomeMy WebLinkAbout12-17-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION.
PO BOX 280601
HARRISBURG PA 17128-0601
STEVE C NICHOLAS ESQ
NICHOLAS LAW OFCS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
MOT2[;E-OF INHERITANCE TAX
APPRAISEMEMT', ALLOWANCE OR DISALLOWANCE
- `OF DEDUCTIOMS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
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~~n^t ~~~~ ~ r ~ ~~' J7 DATE 12-01-2008
ESTATE OF WALSH KATHRYN A
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2215 FOREST HLS DR 37
HBG PA 17112
DATE OF DEATH 05-29-2007
FILE NUMBER 21 07-0690
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-30-2009
(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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS !--
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WALSH KATHRYN A FILE N0. 21 07-0690 ACN 101 DATE 12-01-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) CL) .00
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7 0,159.76
6. Jointly Owned Property (Schedule F) (6) 3,731.19
7. Transfers (Schedule G) C7) .00
8. Total Assets C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
73,890.95
APPROVED DEDUCTIONS AND EXEMPTIONS:
14,119.75
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 14.119.75
12. Net Value of Tax Return C12) 59, 771.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 59,771.20
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)
3,586.27
X
00 =
.00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) 2,988.56 X 12 = 358.63
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 53,196.37 X 15 = 7,979.46
19. Principal Tax Due C19)= 8,338.09
rTTTL. _
- PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-22-2007 CD008578 416.90 10,620.00
TOTAL TAX CREDIT 11,036.90
BALANCE OF TAX DUE 2,698.81CR
INTEREST AND PEN. .00
TOTAL DUE 2,698.S1CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE