HomeMy WebLinkAbout01-02-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 288681
HARRISBURG PA 17128-0681
COMMONWEALTH OF PENNSYLVANIA
r•.-n-. ~ - ,.:-•--.,--- ;-DEPARTMENT OF REVENUE
~ :~ `"`- ~_NOTICE OF INHERITANCE TAX
',~ _ APpRA;IS~EMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIDNS AND ASSESSMENT OF TAX
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]:VO V OTTO III
h1ARTSON LAW OFC
].0 E HIGH ST
CARLISLE PA 17013
REV-1547 EX AFP (12-08)
DATE 12-22-2008
ESTATE OF CLIFFORD WILLIAM E
DATE OF DEATH 12-10-2007
FILE NUMBER 21 08-0088
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-20-2009
(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 RECORDS F~
REV-1547 EX AFP (12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF CLIFFORD WILLIAM E FILE N0. 21 08-0088 ACN 101 DATE 12-22-2008
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)
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
C1) .00 NOTE: To insure proper
~2) 1,823,717.76 credit to your account,
00 submit the upper portion
(3) . of this form with your
(4) .00 tax payment.
c5) 4 , 824.28
c6) .00
cn 132,000.00
cB) 1,960,542.04
APPROVED DEDUCTIONS AND EXEMPTIONS: 88,071.35
9. (Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. :Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) RS • 071 ;~
1,872,470.69
12. Net Value of Tax Return C12)
13.
14.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
1,872,470.69
Net Value of Estate Subject to Tax (14)
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B
19. Principal Tax Due
TAY rRGTITTC•
cis) • 00 X 00 _ . 00
ci6) 1,872,470.69 X 045 _ 84,261.18
cin .00 X 12 _ .00
rate cls) • 00 X 15 _ .00
c19)= 84,261.18
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-07-2008 (0009393 4,210.53 80,000.00
09-10-2008 (0010250 .00 50.78
TOTAL TAX CREDIT 84,261.31
BALANCE OF TAX DUE .13CR
INTEREST AND PEN. .00
TOTAL DUE .13CR _
* IF PA][D AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. 1,,~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE~•,