HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TA~ES~'';~r% ;~ 1 NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION '~`~`-L, `-~r~j~~'4P-~RAISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 ~ !"'' f c'OF DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 - "~
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G~R~NA~'S Cr~JR3
JAMES D BOG~~- ~rr•r~.~ ~~-, ,.-,~ , rat,
BOGAR 8~ HIPP
1 W MAIN ST
SHIREMANSTOWN PA 17011
REV-1547 EX AFP (06-05)
DATE 05-05-2008
ESTATE OF SNOBERGER JANE M
DATE OF DEATH 01-17-2007
FILE NUMBER 21 07-0077
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-04-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ -'- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f'~ _ _______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SNOBERGER JANE M FILE N0. 21 07-0077 ACN 101 DATE 05-05-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
2. Stocks and Bonds (Schedule B) (2) 3,503.89
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,085.46
6. Jointly Owned Property (Schedule F) C6) 56,705.63
7. Transfers (Schedule G) (7) 75, 996.46
8. Total Assets Cg)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
139,291.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
10,813.09
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
L0. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3,902.58
11. Total Deductions C11) 1 4.71 ~. 67
12. Net Value of Tax Return C12) 124,575.77
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax Cly) 124,575.77
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
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY PDCTTTC.
C15) • 00 X 00 _ . 00
c16) 124,575.77 X 045 _ 5,605.91
cln .00 X 12 _ .00
Cls) .00 X 15 _ .00
C19)= 5,605.91
PA MENT
DATE REC IPT
NUMBER DISCOUN C+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-04-2007 (0009040 .00 5,550.24
02-21-2008 (0009335 1.36- 57.03
eswLAnuE ur uNPA1ll 1NIEREST/PENALTY AS OF
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
02-22-2008 TOTAL TAX CREDIT 5,605.91
BALANCE OF TAX DUE .00
INTEREST AND PEN. 58.45
TOTAL DUE 58.45
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)