HomeMy WebLinkAbout12-22-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES -~-: ~ ~ NOTICE OF INHERITANCE TAX
pppRAISEINENT
ALLOWAN
INHERITANCE TAX DIVISION ,
CE OR DISALLOWANCE
PO BOX 280601 OF,DEDUCTIONS AND ASSESSMENT OF TAX
-
HARRISBURG PA 17128-0601 ~ '
REV-1547 EX AFP (06-05)
~(!,nt~ ~~?R~ ~~ ~~ ~: Q7 DATE 12-15-2008
ESTATE OF ROBERTS MARY E
DATE OF DEATH 04-24-2008
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FILE NUMBER 21 08-0508
COUNTY CUMBERLAND
JAMES D FLOWER JR ~,`,` ~'' r1
ACN
26 W HIGH ST .
101
APPEAL DATE: 02-13-2009
CA R L I S L E PA 17 013 (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--
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REV-1547 EX AFP (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ROBERTS MARY E FILE N0. 21 08-0508 ACN 101 DATE 12-15-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 100, 000.00 NOTE: To i
2.
Stocks and Bonds (Schedule B)
(2)
13,50 0.00 nsure proper
credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(
00 of this form with your
4) . tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 70.8 33.98
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 224, 037.19
8. Total Assets (g) 408,371.17
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (y) 16,370.4 5
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 562.74
11. Total Deductions
(11) 1 6.93. 7 9
12. Net Value of Tax Return C12) 391,437.98
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (S chedule J) C13) 4 00.00
14. Net Value of Estate Subject to Tax (14) 391,037.98
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 ret urns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (19) .00 X 0 0 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 2,000.00 X 045 = 90.00
17. Amount of Line 14 at Sibling rate C17) 355, 606.52 X 12 _ 42, 672.78
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 33,431.46 X 15 _ 5,014.72
19. Principal Tax Due (19)= 47, 777.50
TAX CRFTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-07-2008 CD009986 2,368.42 45
000
00
09-08-2008 CD010232 .00 ,
.
409.08
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 47,777.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)