HomeMy WebLinkAbout02-29-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
O~.DEDUCTIONS AND ASSESSMENT OF TAX
*'
REV-1547 EX AFP (06-05)
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DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-03-2008
AULENBACHER
02-22-2007
21 07-0379
CUMBERLAND
101
APPEAL DATE: 05-02-2008
( See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HERBERT
M
WILLIAM S DANIEL-S
HUMER & DANIELS
1 W HIGH ST STE 205
CARLISLE PA 17013
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 AULENBACHER HERBERT M FILE NO. 21 07-0379 ACN 101 DATE 03-03-2008
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
l. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 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) (5) 11 ,334.05
6. Jointly Owned Property (Schedule F) (6) 26,676.00
7. Transfers (Schedule G) (7) .00
S. Total Assets (S) 38,010.05
APPROVED DEDUCTIONS AND EXEMPTI ONS: 6,633.10
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) OO} 1.770.80
1l. Total Deductions (ll) 8.403.90
12. Net Value of Tax Return (2) 29,606.15
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 03} .00
14. Net Value of Estate Subject to Tax (4) 29,606.15
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 OS) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate 06} 29,606.75 X 045 = 1,332.28
17. Amount of Line 14 at Sibling rate (7) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate OS) .00 X 15 = .00
19. Principal Tax Due 09}= 1,332.28
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
05-21-2007 CD008195 66.61 1,400.00
TOTAL TAX CREDIT 1,466.61
BALANCE OF TAX DUE 134.33CR
INTEREST AND PEN. .00
TOTAL DUE 134.33CR.-i\
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. D
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)