HomeMy WebLinkAbout04-04-08
COMMONWEALTH OF PENNSYLVANIA
r"r(\,~,nn~r' ~I;J'-M-T~,.I?NT OF REVENUE
Ht:.I,~;U;-;LkLI ~T!..ilct bP' INHERITANCE TAX
fiF(A~~TRAhEME'tqi.\ ~'LLOWANCE OR DISALLOWANCE
--" 'o'~'rlE)j~c'r'tbNs' AND ASSESSMENT OF TAX
DATE 03-31-2008
ESTATE OF HERL T LARRY B
DATE OF DEATH 09-13-2007
FILE NUMBER 21 07-0878
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 HERL T LARRY B FILE NO. 21 07-0878 ACN 101 DATE 03-31-2008
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
ZUGa APR - 4 PH I: ~ 9
CLERK OF
ORPHAj' i'0 ('('.!JRT
I I.,"\) ,..J" \1
(\} PA
ROBERT P GRUBB ESQ
METZGER WICKERSHAM
PO BOX 5300
HBG PA 17110
REV-1547 EX AFP (06-05)
T AX 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)
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
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.
(D
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
8,751.05
309.57
.00
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
(8)
9,060.62
(9)
ClO)
13,186.32
10.202.22
ClD
(12)
(13)
(14)
23.388.1)4
14,327.92-
.00
14,327.92-
14.
Net Value of Estate Subject to Tax
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
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 !.b.b. returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15) .00 X 00 .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19. Principal Tax Due (19)= .00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT 1:+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
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. \
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE~
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