HomeMy WebLinkAbout02-22-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:NOtICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
02-18-2008
JOERGER
03-14-2007
21 07-0360
CUMBERLAND
101
APPEAL DATE: 04-18-2008
( 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 DIVISIDN
PD BDX 2B0601
HARRISBURG PA 17128-0601
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ELIZABETH J GOLDSTEIN
STE 202
355 N 21ST ST
CAMP HILL
;'\ I
PA l70ll
REV-1547 EX AFP (06-05)
ELEANOR
E
I
PAYMENT TO:
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS +-
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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 JOERGER ELEANOR E FILE NO. 21 07-0360 ACN 101 DATE 02-18-2008
TAX RETURN WAS: (X) ACCEPTED AS F I LED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (~chedule B) (2)
3. Closely Held Stock/Partnership Interest (Schedule C) (3)
4. Mortgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
(9)
(10)
11.
12.
13.
14.
Total Deductions
Net Value of Tax Return
CHANGED
129,000.00
1,108.98
.00
.00
15,004.02
.00
71,545.99
(8)
27,743.71
6.574.80
(11)
(12)
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
216,658.99
(13)
(14)
34.318.1i1
182,340.48
.00
182,340.48
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
(16)
(17)
(18)
.00 X 00 .00
182,340.48 X 045 = 8,205.32
.00 X 12 .00
.00 X 15 .00
(19)= 8,205.32
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 RECEIPT DISCOUNT (+)
DATE NUMBER INTEREST/PEN PAID (-)
06-13-2007 CD008281 410.27
* IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
AMOUNT PAID
8,550.00