HomeMy WebLinkAbout12-21-07
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,:'1 (-,iitir,tc~j OF INHERITANCE TAX
.APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
\ .DFI)EDUCTI&NS AND ASSESSMENT OF TAX
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
PA 17055
12-17-2007
ERNO
02-23-2007
21 07-0202
CUMBERLAND
101
APPEAL DATE: 02-15-2008
( See reverse side under Objections)
Allount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
O':i~
Cr
,.'.......' JnT
" :I!
RICHARD C SNELBAKER
SNELBAKER & BRENNEMAN
PO BOX 318
MECHANICSBURG
*
REV-1547 EX AFP (06-05)
EVA
I
PAYMENT 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 ERNO EVA FILE NO. 21 07-0202 ACN 101 DATE 12-17-2007
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
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.
3.
4.
5.
6.
7.
S.
125,900.00
.00
.00
.00
1,763.00
2,749.05
.00
(S)
Stocks and Bonds (Schedule B)
U)
(2)
(3)
(4)
(S)
(6)
{n
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule 1)
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)
26,120.29
UO)
24.246.72
(11 )
(2)
(3)
(4)
NOTE:
US)
.00
80,045.04
.00
.00
X 00 =
X 045 =
X 12 =
X 15 =
17. Amount of Line 14 at Sibling rate
IS. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
10-02-2007
(16)
(17)
<1S)
(19)=
RECEIPT
NUMBER
CD008767
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
AMOUNT PAID
3,602.03
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
130,412.05
1i0.367.01
80,045.04
.00
80,045.04
.00
3,602.03
.00
.00
3,602.03
3,602.03
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
4
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
{ IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.