HomeMy WebLinkAbout04-04-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
pr "\1)'" i'r-f', (\~Cl[',C: r~NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES;"\CU,_Il'.Jl:.U v' IiIPfLRM'SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION . . .....' ,..
PO BOX 2B0601 \N!t~J)EDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128- 0601
2008 APR -4 PH t: 49
REV-1547 EX AFP (06-05)
DATE 03-31-2008
ESTATE OF HANS ALICE L
DATE OF DEATH 07 -31-2007
FILE NUMBER 21 07-0742
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-30-2008
( 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 (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HANS ALICE L FILE NO. 21 07-0742 ACN 101 DATE 03-31-2008
CLERK OF
ORPHP,N'S COURT
ANDREW C SHEELttlSl,f':',:' ro, Of\
127 S MARKET ST
PO BOX 95
MECHANICSBURG PA 17055
TAX RETURN WAS: (X) ACCEPTED AS F I LED
) CHANGED
If an assessment was issued preViously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ~ 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
19. Principal Tax Due
TAX CREDITS:
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. CloselY Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(D
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
208,391. 63
.00
146,867.70
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
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
(9)
ClO)
8,894.98
506.89
(11)
Cl2)
Cl3)
Cl4)
NOTE:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
355,259.33
9.401.87
345,857.46
.00
345,857.46
Cl5)
Cl6)
Cl7)
Cl8)
.00 X 00 .00
345,857.46 X 045 = 15,563.58
.00 X 12 = .00
.00 X 15 = .00
Cl9) = 15,563.58
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
10-29.-2007 CD008881 763.16 14,500.00
01-11..2008 CD009164 .00 300.45
TOTAL TAX CREDIT 15,563.61
BALANCE OF TAX DUE .03CR
INTEREST AND PEN. .00
TOTAL DUE .03CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR Cj~LCULATION OF ADDITIONAL IHTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ('. I
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D~
A RI;'~UNn_ c::~C' DC'\lI:'D~1:' C'Tn~ t'\~ ........... ---.. --- -