HomeMy WebLinkAbout12-21-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-, __;::_u; (NoT:fliE (oj;; INHERITANCE TAX
:~APP.R"I$fHE',..r;ALLOWANCE OR DISALLOWANCE
OF'D~DU~T~~N~ AND ASSESSMENT OF TAX
'*
DATE 12-17-2007
ESTATE OF BRENNEMAN EMMALINE C
DATE OF DEATH 05-09-2007
FILE NUMBER 21 07-0556
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-15-2008
( See reverse side under Objections)
Amount Remittedl 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 BRENNEMAN EMMALINE C FILE NO. 21 07-0556 ACN 101 DATE 12-17-2007
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRIS8URG PA 17128-0601
20Q-; 21 Pi'; I: 05
ROGER B IRWIN ESQ
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
REV-1547 EX AFP (06-05>
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10.
11.
12.
13.
14.
Debts/Mortgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Return
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
325,000.00
33,053.28
.00
.00
20.748.79
.00
.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
(8)
378,802.07
(9)
ClO)
40,233.13
980.89
(11)
Cl2)
41 .714 07
337,588.05
.00
337,588.05
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
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
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX C EDITS:
PAYM NT
DATE
08-01-2007
09-24-2007
NOTE:
RECEIPT
NUMBER
CD008484
CD008730
DISCOUNT (+)
INTEREST/PEN PAID (-)
736.84
.00
Cl3)
Cl4)
Cl5)
Cl6)
Cl7)
Cl8)
.00 X 00 .00
336,588.05 X 045 = 15,146.46
1.000.00 X 12 = 120.00
.00 X 15 = .00
Cl9)= 15,266.46
AMOUNT PAID
14.000.00
503.14
TOTAL TAX CREDIT 15,239.98
BALANCE OF TAX DUE 26.48
INTEREST AND PEN. .00
TOTAL DUE 26.48
( 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.)
PAYMENT MUST BE MADE BY 02-09-2008*.
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.