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HomeMy WebLinkAbout02-08-08 (2) BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 'Nnrftt OF INHERITANCE TAX APPRAIS~MtNT. ALLOWANCE OR DISALLOWANCE OF,~EDUC!IONS AND ASSESSMENT OF TAX . REV-1547 EX AFP (06-05) \: \ ~ DATE 02-04-2008 ESTATE OF HAMSHER BETTY L DATE OF DEATH 04-27-2007 FILE NUMBER 21 07-0460 ., COUNTY CUMBERLAND ACN 101 APPEAL DATE: 04-04-2008 ( 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 +-- REy:i547-Ex-AFp-co3:os5-NOTicE-oF-iNHERiTANCE-TAX-APPRAisEMENT:-ALLOWANCE"OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HAMSHER BETTY L FILE NO. 21 07-0460 ACN 101 DATE 02-04-2008 r: !") -0 RICHARD E CONNELL BALL ETAL 2303 MARKET ST CAMP HILL PA 17011 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. 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 {lJ (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 128,002.23 .00 .00 NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. (8) 128,002.23 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) 12,421.88 38.87 OlJ (2) (3) (4) 1~.460.71i 115,541.48 .00 115,541.48 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 Ahh 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. Amaunt of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate 19. Principal Tax Due (5) .00 X 00 .00 (6) 115,541.48 X 045 = 5,199.37 (17) .00 X 12 = .00 (8) .00 X 15 = .00 (9)= 5,199.37 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-30-2007 CD008889 .00 5,199.37 TOTAL TAX CREDIT 5,199.37 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.)