HomeMy WebLinkAbout01-25-08
COMMONWEALTH OF PENNSYLVANIA
DEP~RTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
01-21-2008
SETZER
04-08-2007
21 07-0367
CUMBERLAND
101
APPEAL DATE: 03-21-2008
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
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WILLIAM E MILLER
MILLER & ASSOCS
1822 MARKET ST
CAMP HILL
C~:
JR
PA 17011
REV-1547 EX AFP (06-05J
ROBERT
L
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 SETZER ROBERT L FILE NO. 21 07-0367 ACN 101 DATE 01-21-2008
TAX RETURN WAS: (XJ ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. Stocks and Bonds (Schedule BJ
3. Closely Held Stock/Pa~tne~ship Inte~est (Schedule CJ
4. Mo~tgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E)
6. Jointly Owned P~ope~ty (Schedule F)
7. T~ansfe~s (Schedule G)
8.
Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mo~tgage Liabilities/Liens (Schedule I)
II.
12.
13.
14.
Total Deductions
Net Value of Tax Retu~n
) CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
360,855.27
.00
114,857.13
4,000.00
105,958.34
.00
(9)
CIa)
4,435.70
539.64
(11)
CI2)
CI3)
CI4)
Net Value of Estate Subject to Tax
Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
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 ~ate
16. Amount of Line 14 taxable at Lineal/Class A ~ate
17. Amount of Line 14 at Sibling ~ate
18. Amount of Line 14 taxable at Collate~al/Class B ~ate
19. P~incipal Tax Due
TAX CREDITS:
PAYMENT
DATE
NOTE:
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
CIS)
CI6)
CI7)
CI8)
580,694.40 X
.00 X
.00 X
.00 X
NOTE: To insu~e p~ope~
c~edit to you~ account,
submit the uppe~ po~tion
of this fo~m with you~
tax payment.
(8)
585,670.74
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
4.97~ 34
580,695.40
1. 00
580,694.40
00
045 =
12
15
.00
.00
.00
.00
.00
CI9) =
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $I, NO PAYMENT IS REQUIRED. \....+
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE L.
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)