HomeMy WebLinkAbout12-22-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Np7,IQE,O~-INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AF'PRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 'bF pEDUC~;ONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
~(~~~!~~'~~, ~~ ~~ ~~ ~~ATE 12-15-2008
ESTATE OF WOLAND DOROTHY J
~.~-~_~...~,~ ~~~: DATE OF DEATH 06-09-2008
~~Cr ~~~- FILE NUMBER 21 08-0655
~~I ~', ° -- ~ , '- n~ COUNTY CUMBERLAND
CONNIE I FLAUAUS ~-'--" 'a ACN 101
505 EDWARD ST APPEAL DATE: 02-13-2009
HBG PA 17110 (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 (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WOLAND DOROTHY J FILE N0. 21 08-0655 ACN 101 DATE 12-15-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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) C2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)__ 340,885.86
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 340,885.86
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 25,544.78
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) - ~~+.~44.78
12. Net Value of Tax Return (12) 315,341.08
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax
(14) 315,341.08
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 (lg) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) .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) 315,341.08 X 15 _ 47,301.16
19. Principal Tax Due (19)= 47, 301.16
TOY rQ~nrre.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-08-2008 CD010242 2,365.06 44,936.10
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 47,301.16
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. `.,`t;
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE I
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) i-~