HomeMy WebLinkAbout02-22-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. ~ NpnCEOfi INHERITANCE TAX
APPRA~ISEMENT, ALLOWANCE OR DISALLOWANCE
'OFDED,UCHONS AND ASSESSMENT OF TAX
r \1 I" ';'_. .._....ATE
l'l; I !. r_ '"U
ESTATE OF
DATE OF DEATH
FILE NUMBER
" COUNTY
ACN
02-11-2008
NEUSBAUM
03-22-2007
21 07-0291
CUMBERLAND
101
APPEAL DATE: 04-11-2008
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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to
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MICHAEL A SCHERER
OBRIEN ETAL
19 W SOUTH ST
CARLISLE
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ESQ
PA 17013
'*
REV-15~7 EX AFP (06-05)
ELLEN
M
I
PAYMENT TO:
CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NEUSBAUM ELLEN M FILE NO. 21 07-0291 ACN 101 DATE 02-11-2008
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 BJ
3. Closely Held Stock/Partnership Interest (Schedule CJ
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.
10.
II.
12.
13.
14.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens {Schedule IJ
Total Deductions
Net Value of Tax Return
( J CHANGED
(1)
(2)
{3J
{4J
{SJ
(6J
(7J
127,500.00
.00
.00
.00
770,152.00
.00
.00
(8)
(9J
<lOJ
11,821. 64
483.10
<l1)
<l2)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE:
<l3)
<l4)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
897,652.00
1?304.74
885,347.26
.00
885,347.26
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 CREDITS:
PAYMENT
DATE
06-01-2007
RECEIPT
NUMBER
CD008228
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,992.03
<lSJ
<l6J
<l7J
<l8)
.00 X
885,347.26 X
.00 X
.00 X
00 =
045 =
12 =
15 =
.00
39,840.62
.00
.00
39,840.62
39,992.03
151.41CR
.00
151.41CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
{'\
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ( , 1
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, YOU MAY BE DU~
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
<l9J=
AMOUNT PAID
38,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE