HomeMy WebLinkAbout02-20-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
F=CC'{:[C C:T;~Cijic;~ OF INHERITANCE TAX
... . . AF!PRAISEMEIlT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIoNS AND ASSESSMENT OF TAX
*'
DATE 02-12-2007
ESTATE OF EISENHAUER HELEN B
DATE OF DEATH 02-28-2006
FILE NUMBER 21 06-0196
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-13-2007
( See reverse side under Objections)
A.ount Re.ittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EISENHAUER HELEN B FILE NO. 21 06-0196 ACN 101 DATE 02-12-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 1712B-0601
ZOOl FEB 20 Pl.\ 2: 51
CLtJi{
OF'OU ,\ I\I'C,.'..
1"\11;',\ "
.........1 P .,r I
RICHARD C SNELBAKERlAJN
SNELBAKER & BRENNEMAN
44 W MAIN ST
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
) CHANGED
TAX RETURN WAS: (X) ACCEPTED AS FILED
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
139,000.00
74.197.57
.00
.00
83.463.51
.00
117,008.07
(8)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
413,669.15
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
ClO)
34,338.81
1.030.51
Cl1)
Cl2)
Cl3)
Cl4)
3"'.369 3?
378,299.83
.00
378,299.83
NOTE: If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !b.b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Cl5) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 378,299.83 X 045 = 17,023.49
17. Amount of Line 14 at Sibling rate Cl7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate Cl8) .00 X 15 = .00
19. Principal Tax Due Cl9)= 17,023.49
TAX CRIODITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-26-2006 CD006738 526.32 10,000.00
12-07-2006 CD007530 11. 23- 6,523.49
02-05-2007 REFUND .00 15.09-
TOTAL TAX CREDIT 17,023.49
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 0'