Loading...
HomeMy WebLinkAbout05-02-08 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE -:];=,'"'(!Pf'PI r"\j::\r~Nf~~ICE OF INHERITANCE TAX 'c....il;, ,'A_L'A9'PRA:I!&EMNT. ALLOWANCE OR DISALLOWANCE Rt"r~l'qt'''< (1()l'tUlEiJjOCTIONS AND ASSESSMENT OF TAX . A....U. ..( 1 VI 1)::.._I._.,J REV-1547 EX AFP (06-05) DATE 04-28-2008 ESTATE OF BREWBAKER ELMER S DATE OF DEATH 05-05-2005 FILE NUMBER 21 07-1020 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 06-27-2008 ( 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 BREWBAKER ELMER S FILE NO. 21 07-1020 ACN 101 DATE 04-28-2008 Z006 HAY -2 P1112: 31 CLERK OF ORPHAN'S COURT TRICIA D NAYLOR CUMBERLAND CO., PA J C OSZUSTOWICZ LAW OF 104 S HANOVER ST CARLISLE PA 17013 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) 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 2,357.00 .00 .00 . DO .00 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (8) 2,357.00 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) (10) 924.26 .00 (11 ) (12) (13) (14) 9?4.?6 1,432.74 .00 1,432.74 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 Ahh 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: (15) .00 X DO .00 (16) 1,432.74 X 045 = 64.47 (17) .00 X 12 = .00 (18) .00 X 15 = .00 (19)= 64.47 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-11-2008 CD009283 .00 64.47 BALANCE OF UNPAID INTEREST/PENALTY AS OF 02-12-2008 TOTAL TAX CREDIT 64.47 BALANCE OF TAX DUE .00 INTEREST AND PEN. 9.75 TOTAL DUE 9.75 * 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 D~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)