HomeMy WebLinkAbout01-11-08COMMONWEALTH OF PENNSYLVANIA
~' DEPARTMENT OF REVENUE
.NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEPfEN7, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
YU BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
'; !'; ; f 1 DATE 12-24-2007
ESTATE OF GLUNT BLANCHE M
_ DATE OF DEATH 01-24-2007
_ - - ir-r FILE NUMBER 21 07-0099
~~~ ~_ COUNTY CUMBERLAND
STEPHEN L BLOOM _ ACN 101
IRWIN & MCKNIGHT APPEAL DATE: 02-22-2008
See reverse side under Ob'ections
60 W POMFRET ST ~ 1 ~
CARLISLE PA 17013 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -1 RETAIN LOWER PORTION FOR YOUR RECORDS E-
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REV-1547 EX AFP (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GLUNT BLANCHE M FILE N0. 21 07-0099 ACN 101 DATE 12-24-2007
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .DO NOTE: To insure proper
2.
3. Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C) C2)
(3) ,00
'00 credit to your account,
submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 57,836.33
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 43, 142.41
8. Total Assets fig) 100 , 978.74
APPROVED DEDUCTIONS AND EXEMPTIONS: 9,783.05
9. Funeral Expenses/Adm. Casts/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 275.21
11. Total Deductions I11) 10.058.26
12. Net Value of Tax Return (12) 90,920.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 4 7,7 78.07
14. Net Value of Estate Subject to Tax (14) 43, 142.41
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineai/Class A rate (16) . 00 X 045 = .00
17. Amount of Line 14 at Sibling rate X17) 43, 142.41 X 12 = 5, 177.09
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due C19)= 5, 177.09
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-24-2007 (000872 .00 3,970.10
INTEREST IS CHARGED THROUGH 01-08-2008 TOTAL TAX CREDIT 3,970.10
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,206.99
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 19.83
TOTAL DUE 1,226.82
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU E
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1470 EX (6-88)
V sy,`
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAME
REVIEWED BY
Glunt, Blanche M.
Justin R. Gilmore
2107-0099
101
ITEM
SCHEDULE NO, EXPLANATION OF CHANGES
Transfers are taxable outright to the beneficiary before determining residue.
INHERITANCE TAX
EXPLANATION
OF CHANGES
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