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HomeMy WebLinkAbout12-17-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ..._NOTIIrE _O E, INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES pPPRA~SEMEAtT., ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEIIUCTI©NSrAND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 -'" `" `"~ ~ REV-1547 EX AFP (06-05) ~~~~~' ~'~°~' ~ ~ ~~~ `~~ `~~ ESTATE OF LACKEY2008 CHRISTINE E DATE OF DEATH 07-24-2008 ~' " ~'r _ FILE NUMBER 21 08-0904 i~L~`Sp`~ '' „- ~~j~~~. `~~~~I COUNTY CUMBERLAND KATHLEEN MARTIN r~ ~ _ "' ~~`~ ~?Q ACN 101 1,769 KENDELL DR APPEAL DATE: 02-06-2009 MECHANICSBURG PA 17055 (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 E- ------------------------------------------------------------------------------------------- REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LACKEY CHRISTINE E FILE N0. 21 08-0904 ACN 101 DATE 12-08-2008 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) ,QO credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 4. Mortgages/Notes Receivable (Schedule D) (4) .00 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .0 0 6. Jointly owned Property (Schedule F) (6) 25, 634.04 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) submit the upper portion of this form with your tax payment. 25,634.04 APPROVED DEDUCTIONS AND EXEMPTIONS: .00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .DO 11. Total Deductions (11) .00 25, 634.04 12. Net Value of Tax Return C12) 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •0 0 14. Net Value of Estate Subject to Tax (14) 25, 634.04 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) . 00 X 045 = .00 17. Amount of Line 14 at Siblins rate (17) 25, 634.04 X 12 = 3, 076.08 18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00 Principal 19 Tax Due (19)= 3,076.08 . rev rornTTC. PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 09-05-2008 CD010229 153.80 3,076.08 TOTAL TAX CREDIT 3,229.88 BALANCE OF TAX DUE 153.80CR INTEREST AND PEN. .00 TOTAL DUE 153.80CR * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REpUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)-cC