HomeMy WebLinkAbout12-22-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE:
`~Y "~ ""JQOT$CE,U;f .INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES pppRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -_aF. DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
L~~~".t ~~ ~ 2L ~~ ~; ~7DATE 12-15-2008
ESTATE OF ALEXANDER HELENA
~, ,._,- : ;-,,_ DATE OF DEATH 02-27-2008
,~; ,~ `' FILE NUMBER 21 08-0278
~~',:_
MICHAEL CHEREWKA ~~ COUNTY CUMBERLAND
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~'~ ACN 101
624 N FRONT ST APPEAL DATE: 02-13-2009
WORMLEYSBURG PA 17043 (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 (03-057 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ALEXANDER HELENA FILE N0. 21 08-0278 ACN 101 nerF 17-tF:-~nna
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
2.
Stocks and Bonds (Schedule B)
(2) .
58 250.27 NOTE: To insure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
00 of this form with your
. tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 71 602.25
6. Jointly Owned Property (Schedule F) (6)_ .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 129,852.52
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 9,299.12
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8.678 .67
11. Total Deductions
(11) 1 7.977 - 79
12. Net Value of Tax Return (12) 111,874.73
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 111,874.73
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed 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 (16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 111,874.73 X 15 _ 16,781.21
19. Principal Tax Due (lg)= 16,781
21
TAX cRE nrrc. .
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-05-2008 CD010243 .00 16,781.21
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 16,781.21
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~~y:
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~