HomeMy WebLinkAbout02-29-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
. NPTICEOF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
. OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
DATE 03-03-2008
ESTATE OF NUSS ARTIE G
DATE OF DEATH 03-16 -2007
FILE NUMBER 21 07-0529
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05~02-2008
( 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
CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +--
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NUSS ARTIE G FILE NO. 21 07-0529 ACN 101 DATE 03-03-2008
~,
"
.,l _.
..: - ~..
~ ., ".c, ; r
,.. I
, ,.1
JOHN C ZEPP III ATTY
PO BOX 204
YORK SPRINGS PA 17372
r-
TAX RETURN WAS: (X) ACCEPTED AS F I LED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
3. Closely Held Stock/Pa~tne~ship Inte~est (Schedule C) (3)
4. Mo~tgages/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits/Misc. Pe~sonal P~ope~ty (Schedule E) (5)
6. Jointly Owned P~ope~ty (Schedule F) (6)
7. T~ansfe~s (Schedule G) (7)
.00
11,932.08
.00
.00
17,210.17
.00
.00
NOTE: To insu~e p~ope~
c~edit ,~ YOu~ account,
submit the uppe~ po~tion
of this fo~m with YOu~
tax payment.
8.
Total Assets
(8)
29,142.25
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Fune~al Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10.
11.
12.
13.
14.
Debts/Mo~tgage Liabilities/Liens (Schedule I)
Total Deductions
Net Value of Tax Retu~n
(9)
(10)
12,163.74
467.50
(11)
(12)
(13)
(14)
1":'.631 . ":'4
16,511.01
.00
16,511.01
Cha~itable/Gove~nmental Bequests; Non-elected 9113 T~usts (Schedule J)
Net Value of Estate Subject to Tax
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 !bh 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'
(15)
(16)
(17)
(18)
.00
16,511.01
.00
.00
X 00
X 045 =
X 12
X 15
(19)=
.00
743.00
.00
.00
743.00
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-30-2007 CD009036 .00 743.00
TOTAL TAX CREDIT 743.00
BALANCE OF TAX DUE . DO
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. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)