HomeMy WebLinkAbout04-04-08
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
:~r.-~;np!l){Of1'\IC1t'liIrcI~RITANCE TAX
Al>1f.1<~I~!,!N!/L IAl.-LOWAllCE OR DISALLOWANCE
1-~J~~~1i,~ON'~/I~/'lQ ASSESSMENT OF TAX
'*
REV-1547 EX AFP (06-05)
Z008 APR - 4
P~i
,. 4 ~ATE
. bTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-31-2008
HAYS
06-16-2006
21 06-0567
CUMBERLAND
101
APPEAL DATE: 05-30-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
GLENN
B
MARVIN BESHORE
M BESHORE LAW OFFICE
PO BOX 946
HBG
CLERK OF
OH"P' !~~",", ~'~'I II;
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PA 17108
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 HAYS GLENN B FILE NO. 21 06-0567 ACN 101 DATE 03-31-2008
T AX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule 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
NO. 01
.00
.00
.00
.00
2,529.24
.00
.00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(8)
2,529.24
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
.00
.00
(11)
(12)
(13)
(14)
.00
2,529.24
.00
836,988.53
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 (18)
19. Principal Tax Due
TAX CREDITS:
NOTE:
(IS)
(16)
(17)
.00 X 00 .00
.00 X 045 = .00
167,397.74 X 12 = 20,087.73
669,590.79 X 15 = 100,438.62
(19)= 120,526.35
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
D~lTE NUMBER INTEREST/PEN PAID (-)
09-16-2006 CDoo7218 5,789.47 110,000.00
03-06;-2007 CDo07868 .00 4,373.13
01-11-2008 CDo09173 22.89- 386.64
o3-2li.-2oo8 SBADJUST .00 .98
TOTAL TAX CREDIT 120,526.35
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. · I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE' 'i
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