HomeMy WebLinkAbout12-22-08• COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTiC~-OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES .AppRAISEMENT, gLLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - 'DF'DEDU.CTiONS AND ASSESSMENT OF TAX
PO BOX 280601 ..
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~d11~"~ ~,~,(; 22 ~~9 ~ ~ a$ DATE 12-15-2008
ESTATE OF BOYLE LOUISE M
~-LF~_;; ,~ '- DATE OF DEATH 02-18-2007
~. . •.
-.~ ~ ~ ~. ~~~T FILE NUMBER 21 08-0258
~i~~-,~. , ? ,, ~i
RONALD E JOHNSON G~ir ~ ~~ COUNTY CUMBERLAND
ACN 101
ANDREWS & JOHNSON APPEAL DATE: 02-13-2009
7 8 W P O M F R E T S T (See reverse ,side under Objections )
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYAHLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR REC(IRDS F-
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENI~ OF TAX
ESTATE OF BOYLE LOUISE M FILE N0. 21 08-0258 ACN 101 DATE 12-15-2008
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHAIJGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate CSrhedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 1 , 179, 948.93 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) C5) 1[1,572.00
6. Jointly owned Property (Schedule F) (6) 125F,336.34
7. Transfers (Schedule G) (7) ~i,519.29
8. Total Assets (e) 1 , 324, 376 .56
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 70,299.32
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) [',526.82
11. Total Deductions (11) 7 .8 6.14
12. Net Value of Tax Return (12) 1 , 251 , 550.42
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .)) C13) .00
14. Net Value of Estate Subject to Tax C14) 1 , 251 , 550.42
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 (15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 1,251,550.42 X 045 = 56,319.77
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 Due (19)= 56,319.77
TAX CRFDTTSr
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
09-03-2008 CD010220 3,201.27- 64,832.36
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 61,631.09
BALANCE OF TAX DUE 5,311.32CR
INTEREST ANI) PEN. .00
TOTAL DUE 5,311.32CR
'^ 1
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-7470 EX (6-88)
`~"y '' INiz„RITANCE
• ~~ ~ TAX
COMMONWEALTH OF PENNSYLVANIA ~ %~PLANATION
DEPARTMENT OF REVENUE
' BUREAU OF INDIVIDUAL TAXES
Po eox zsosol ' ~ CHANGES
HARRISBURG PA 17128-0601
DECEDENTS NAME
Louise Boyi~ --- --_
REVIEWED BY - ____ FILE NUMBER
-------
Deborah V4~=; ~~iirgton 2108-0258
__ ._ _ _
ITEM ~- ACN
SCHEDULE NO. 101
EXPLANATION OF CHANGES
B 4
H g _;
H B-
13t<
52
Changed tc ;alf reportable.
The claim fc, ti~~~ family exec
or if no spoc:,e, a parent or
date of dead;.
Removed fr.:;n :schedule a~
~~::use it was jointly held, per Dour request.
`{~,~n has been disallowed. The claimant must be a spouse
,It, living in the same household as the decedent as of the
~; Tested.
+~ow
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