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HomeMy WebLinkAbout04-18-08 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX OIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE r, --1 r:'lC r....,-.. :y:r,,'!nrf.n 1;l~:rfIIC)r OFf INHERITANCE TAX t..'j~1JRj[rsE~MEf'!I;r,~ tA1.LOWANCE OR DISALLOWANCE '. r'~ ,." '!O ( , .' i ' , '~ . ;'.' " ". i\:~'jeFlLtltIUilCHdHS. AND ASSESSMENT OF TAX . REV-1547 EX AFP <06-05) DATE 04-14-2008 ESTATE OF KRALY ALMA L DATE OF DEATH 12-22-2006 FILE NUMBER 21 07-0184 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 06-13-2008 ( 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 KRALY ALMA L FILE NO. 21 07-0184 ACN 101 DATE 04-14-2008 2Gfia APR \8 PM \2: 22 RICHARD C SNELBAKER SNELBAKER & BRENNEMAN 44 W MAIN ST MECHANICSBURG CLERK OF ORPH,f\N:S CQt~RT CU\!?" t;U I.,..: PA PA 17055 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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 (1) (2) (3) (4) (5) (6) (7) .00 2,998.10 .00 .00 11.200.20 .00 244,853.12 (8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 259,051.42 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 15,109.50 10. Debts/Mo rt gage Liabilities/Liens (Schedule I) (10) 21 ,610. 10 11. Total Deductions (11) 12. ~et Value of Tax Return (12) 13. Charitable/Governmental Bequests; Non"elected 9113 Trusts (Schedule J) (13) 14. Net Value of Estate Subject to Tax (14) 36.719.60 222,331.82 .00 222,331.82 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 16. Amount of Line 14 taxable at Lineal/Class A rate (15) .00 X 222,331. 82 X . DO X .00 X DO = 045 = 12 = 15 = 19. Principal TAX CREDITS: PAYMENT DATE 01-31-2008 Tax Due (19)= .00 10,004.93 .00 .00 10,004.93 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate (16) (17) (18) RECEIPT NUMBER CD009233 DISCOUNT (+) INTEREST/PEN PAID (-) .00 AMOUNT PAID 2,004.93 INTEREST IS CHARGED THROUGH 04-29-2008 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 2,004.93 8,000.00 415.36 8,415.36 * 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 D A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)