HomeMy WebLinkAbout02-22-08
Appeal Date: 03-29-2008
(See reverse side under Objections)
Amount Remitted I I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
CUT ALONG THIS LINE Q RETAIN LOWER PORTION FOR YOUR RECORDS ~
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DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
CASTRODALE GENEVIEVE L FILE NO. 21 06-1109 ACN 101
TAX RETURN WAS: ( ~) ACCEPTED AS FILED (0) CHANGED
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) (9) 9,545.44
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 705.47
11. Total Deductions (11) 10,250.91
12. Net Value of Tax Return (12) 341,517.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 33,972.22
14. Net Value of Estate Subject to Tax (14) 307,544.78
NOTE: If an assessment was issued previously, lines 14,15 and/or 16,17 and 18 will reflect figures
that include the total of ALL returns assessed to date.
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
...NOTICE OF'INHERITANCE TAX
APP~ISEM~NT,:ALLOWANCE OR DISALLOWANCE
OF DED~CTIONS AND ASSESSMENT OF TAX
. DATE
ESTATE OF
"-i') ')'/ ';.' \ ? 2 DATE OF DEATH
r :.:) (.:... I"j FILE NO.
COUNTY
ACN
01-29-2008
CASTRO DALE
11-25-2006
21 06-1109
Cumberland
101
BRYAN S BREIDIGAM
HERSHEY TRUST CO
PO BOX 443
HERSHEY PA 17033
. . ...<
ESTATE OF
(1 )
(2)
(3)
(4)
(5)
(6)
(7)
0.00
347,900.24
0.00
0.00
2,072.83
1 ,794.84
0.00
(8)
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 taxable at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID -)
02-22-2007 CD007838 647.37
08-06-2007 CD008512 0.00
0.00 X .00
307,544.78 X .045
0.00 X.12
0.00 X .15
(19)
AMOUNT PAID
12,300.00
13,839.52
REV-1547 EX (01-07) PC
GENEVIEVE
L
DATE 01-29-2008
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
351 ,767.91
0.00
13,839.52
0.00
0.00
13,839.52
TOTAL TAX CREDIT 26,786.89
BALANCE OF TAX DUE 12,947.37 CR
INTEREST 0.00
TOTAL DUE 12,947.37 CR
(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.)
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
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