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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF EXAMINATION
OFFICIAL NOTICE OF
INHERITANCE TAX
ASSESSMENT
COUNTY FILE NO
DATE
TO:
ESTATE
FILE NO.
COUNTY
DATE OF DEATH
Appraised Value of Estate:
Real Estate
$
Personal Property
+
JOintly Held Property/Transfers
+
Total Gross Estate
$
Total Approved Deductions
i
I
Clear Value of Estate
$
Less: Approved Charitable Exemptions
Clear Value of Estate Subject to Tax
$
Amount Taxable @ 6% Rate
$
tax due
$
Amount Taxable @ , 5% Rate
tax due
TOTAL PENNSYLVANIA INHERITANCE TAX DUE $
* * * * * *
A five percent discount totaling
Inheritance Tax is paid by
$
will be granted if the
Less Credits:
DATE OF PAYMENT
AMOUNT PAID
DISCOUNT
INTEREST
TAX CREDIT
$
+
$
"
$
=
$
+
-
- ~~ ....~-..-".,_.-
+
=
Interest accrues at the rate of six (6) percent per annum
on the unpaid balance of Inheritance Tax from
to date of payment. Interest due if paid by
is
BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE $
See Information on Reverse Side
DEPARTMENT OF F1EVENUE
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-
-
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E V-48 3 (8-78)
OMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF FIELD OPE RA TIONS
INHERITANCE TAX SECTION
OFFICIAL NOTICE OF DETERMINATION
AND ASSESSMENT OF PENNSYLVANIA
ESTATE TAX
" 0:
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(1)(11 ) ~/:l ,Y:
DATE:
ESTATE OF:
FILE NO:
COUNTY OF:
DATE OF DEATH:
---------------------------------------------------------------------------------------
i. DETERMINATION:
Taxable estate based upon:
V'lhe United States Estate Tax Return (Form 706)
The communication from the Federal Government
confirming the acceptance of or changes to the
Federal Estate Tax Return
Amount of credit for State death 1'axes (as verified)
Pennsylvania inheritance tax assessed
(excl udi ng any di s count and/or i ntE;rest)
Normal inheritance tax paid to other States or
Territories of the United St.Jtes (excluding
any discount and/or interest)
Total inheritance tax credits (linE! item 3 plus line item 4)
Total liability for Pennsylvania estate tax (line item 2
minus line item 5)
<I C ,1J,..J 'l
$r;/. 7 J.Jt.
$
$
I I. J' ,
,:::> ,', :J t..
~ '73. YC.
$ 0
$
$ [~i31
o
$
NOTE: Complete line items 7 and 8 ONL Y when determination
is based on Federal Closing Letter
Amount of Pennsylvania estate tax assessed on determination
dated
Addition (reduction) to Pennsylvania estate tax (line item 6
minus line item 7)
$
$
Determination prepared by:
Date:
/-~
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-- -... --..- ----- - -------- ------------------ ----- ---------------- ------------- -.-- -------------
Eo ASSESSMENT:
Pennsylvania Estate Tax reflected on:
line item A (6)
line item A (8)
" Less credits:
DATE OF PAYMENT
$
~INT PAID
INT EREST
($ )
($ )
($ )
CREDIT
=
=
Balance of Pennsylvania estate ta)( due
=
$
Ir.terest is due at the rate of six (6) perC4~nt per annum from
to the date of payment.
Assessment prepared by:
AGENT FOR THE COMMONWEALTH
Dai'e:
SEE REVERSE SIDE FOR INSTRUCTIONS
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