HomeMy WebLinkAbout02-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ~ ~itlTLCE DF'~INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES Ap,W-RAISEM~NT, AL'L047ANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~(1F~~~EDUCT''IONS AtJD ASSESSMENT OF TAX
PO BOX 280601
REV-1547 EX AFP (12-08)
HARRISBURG PA 17128-0601 ii
~Q~t~ ~~~ ~~ ~~ ~2' 4DATE 02-02-2009
ESTATE OF BRUCE CAROL L
(~~~-; ' (;;- DATE OF DEATH 05-16-2008
(j~;j='','~'";~,;~(~~,~h? FILE NUMBER 21 08-0568
C~'~'^.-~-~ ~ ~ ~' '~'` OjS, COUNTY CUMBERLAND
ROBERT R BLACK ACN 101
LANDIS & BLACK APPEAL DATE: 04-03-2009
36 S HANOVER ST (See reverse side under Objections)
CARLISLE PA 17013 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 C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ~4LLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRUCE CAROL L FILE N0. 21 08-0568 ACN 101 DATE 02-02-2009
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (L) 14 3,090.36 NOTE: To insure proper
(2) 300,301.00 credit to your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 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) 4 0,396.88
6. Jointly Owned Property (Schedule F) C6) 3, 105.44
7. Transfers (Schedule G) (7) 56,089.66
(g) 542, 983.34
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 15.,856.02
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 227 .72
11. Total Deductions (11) 16.083.74
526,899.60
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .J) (13)
526,899.60
14. Net Value of Estate Subject to Tax (lG)
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:
00
00
.00
15. Amount of Line 14 at Spousal rate C15) . =
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 526,899.60 X 045 = 23,710.48
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) •00 X 15 = .00
(19)= 23, 710 .48
19. Principal Tax Due
IMA ~. I~GLi 1
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-12-2008 CD010120 947.37 1£1,000.00
INTEREST IS CHARGED THROUGH 02-17-2009 TOTAL TAX I:REDIT 18,947.37
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 4,763.11
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .65
TOTAL DUE 4,763.76 ~
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)