HomeMy WebLinkAbout12-22-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
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INHERITANCE TAX
-APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
_'_ OF.DEDUCTIONS AND ASSESSMENT OF TAX
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WAYNE F SHADE ESQ
53 W POMFRET ST
CARLISLE
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PA 17013
REV-1547 EX AFP (06-05)
DATE 12-15-2008
ESTATE OF CRAINE THELMA L
DATE OF DEATH 01-17-2008
FILE NUMBER 21 08-0114
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-13-2009
(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 RECD_RDS ~-- _
-------------------- ----------------------- ________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CRAINE THELMA L FILE N0. 21 08-0114 ACN 101 DATE 12-15-2008
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:
(1) .00 NOTE: To insure proper
(2) 29.798.37 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 17.205.30
c6) .00
cn .00
($) 47, 003.67
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 5'728.4 0
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)- 3.4 29 50
11. Total Deductions
(11) __ 9.) 57.90
12. Net Value of Tax Return C12) 37,845.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 37,845.77
NOTE: If an assessment was issued previously, lines
reflect fi
u
th 14, 15 and/or 16, 17, 18 and 19 will
g
res
at 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) 37,845.77 X 045 : 1,703.06
17. Amount of Line 14 at Sibling rate C17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal
TAX CREDITS: Tax Due c19)= 1,703.06
DATE NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
03-14-2008 CD009414 63.16 1,200.00
09-09-2008 CD010248 .00 439.90
TOTAL TAX CREDIT 1,703.06
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* 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.)