HomeMy WebLinkAbout12-10-07 (3)
12-10-2007
BRUNGARD
12-02-2006
21 06-1147
CUMBERLAND
101
APPEAL DATE: 02-08-2008
( See reverse side under Objections)
A.ount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
-
-
-
,/'
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
('~0~~
N~,!urr:\ r.r::i~. OF INHERITANCE TAX
. C~i:;::,:I';'W~~I~ ' Nr'; ALLOWANCE OR DISALLOWANCE
1~L.,':;i'.J! Uil~:D~1J .. TJoNS AND ASSESSMENT OF TAX
~REAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
2007 DEe I 0 Pr1 I: 27
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
DAVID H STONE ESQ
STONE ET AL
414 BRIDGE ST
NEW CUMBERLAND
CLERK OF
ORPH,l,N'S COURT
CUllqr:RlA.\I\:r'l .......0 DA
wrLh_t j ~L 'v' " I l~
PA 17070
.
REV-1547 EX AFP (06-05)
FRANCES
T
TO:
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 BRUNGARD FRANCES T FILE NO. 21 06-1147 ACN 101 DATE 12-10-2007
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( x) CHANGED
SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
0)
(2)
(3)
(4)
(5)
(6)
(7)
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
JointlY Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
125,500.00
281.170.47
.00
.00
602.955.33
6,853.10
98,197.40
(8)
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)
(0)
100,082.88
7.869.23
(1)
(2)
(3)
(4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,114,676.30
107.9"i? 11
1,006,724.19
869,936.69
136,787.50
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 !hh 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 rate
19. Principal Tax Due
OS) .00 X 00 .00
(6) .00 X 045 = .00
(7) .00 X 12 = .00
(8) 136,787.50 X 15 = 20,518.13
(9)= 20,518.13
TAX CREDITS:
PAYMENT RECEIPT DIsco\JtlT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
*** SUMMARY OF ALL 06 PAYMENTS **
08-31-2007 818.67 19,699.46
TOTAL TAX CREDIT 20,518.13
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 DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
.
-
REV-1470 EX (6-881"
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
FILE NUMBER
2106-1147
101
Frances T Brungard
ACN
REVIEWED BY
Sandra J Eslinger
ITEM
SCHEDULE NO.
EXPLANATION OF CHANGES
G 1
Will be billed separately per correspondence dated Feb 06, 2007.
ROW
Page 1