HomeMy WebLinkAbout01-25-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"OTICE OF INHERITANCE TAX
APP~AISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (06-05)
rlrc':i~ ~\f-! 25 F:', lr~: 53
DATE 01-21-2008
ESTATE OF BECKER GILBERT M
DATE OF DEATH 02-10-2007
FILE NUMBER 21 07-0175
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-21-2008
( 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
RETAIN LOWER PORTION FOR YOUR RECORDS +--
RICHARD C SNELBAKEI(:i
SNELBAKER & BRENNEMAN
PO BOX 318
MECHANICSBURG PA 17055
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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 BECKER GILBERT M FILE NO.21 07-0175 ACN 101 DATE 01-21-2008
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} {l} 170,000.00 NOTE: To insure proper
2. Stocks and Bonds {Schedule B} {2} 197,313.60 credit to your account.
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest {Schedule C} {3} of this form with your
4. Mortgages/Notes Receivable {Schedule D} {4} .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property {Schedule E} {s} 27,838.90
6. Jointly Owned Property {Schedule F} {6} .00
7. Transfers {Schedule G} O} .00
8. Total Assets (8) 395,152.50
APPROVED DEDUCTIONS AND EXEMPTIONS: 19,408.77
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) {9}
10. Debts/Mortgage Liabilities/Liens {Schedule D ClO} 2.330.25
11. Total Deductions (11 ) ?l .7:'>9 O?
12. Net Value of Tax Return Cl2} 373,413.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Cl3} .00
14. Net Value of Estate Subject to Tax Cl4} 373,413.48
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 !1..b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate Cls} .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate Cl6} 373,413.48 X 045 = 16,803.61
17. Amount of Line 14 at Sibling rate Cl7} .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate Cl8} .00 X 15 = .00
19. Principal Tax Due Cl9}= 16,803.61
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-26-2007 CD008858 .00 16,803.61
TOTAL TAX CREDIT 16,803.61
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
--,
* IF PAID AFTER DATE INDICATED, SEE REVERSE { IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. C',
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE I i
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.} ../
CUT ALONG THIS LINE
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