HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES +'- ~ ~~~ ~' fi'-80TICE OF INHERITANCE TAX
~r J ~ AP~RA~SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ `j__~`, _ ; ~ ~,; ~ ~ - ';,,QF_,DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~~~~ ~~~ _g ~~ ~~: ZZ DATE 05-05-2008
ESTATE OF BESSER NORMAN A
CLEi~K OF DATE OF DEATH 03-02-2007
((~~(.~RP~~~;°~ ~~~~~T FILE NUMBER 21 07-0215
NORMA A MUNCHE`L('!' err ~I ~~ ,'~ ~A COUNTY CUMBERLAND
ACN 101
1075 COUNTRY CLUB RD APPEAL DATE: 07-04-2008
CAMP H I L L PA 17011 (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 ALONG THIS LINE _ ~--- R_ETA_IN LOWER POR_TION_ 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 BESSER NORMAN A FILE N0. 21 07-0215 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) 14,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of thi s form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax pa yment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6 0.769.81
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
e. Total Assets (e) 74,769.81
APPROVED DEDUCTIONS AND EXEMPTIONS:
12,259.30
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 214.12
11. Total Deductions ()1) 12.473.42
12. Net Value of Tax Return (12) 62,296.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax (14) 62,296.39
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 C15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 62,296.39 X 045 = 2,803.34
17. Amount of Line 14 at Sibling rate (17) .DO X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 2,803.34
rwv rocs•-r~.
AYMENT
DATE R CEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-19-2008 CD009332 .00 2,803.34
1SALANGt ur uNPAiD INTEREST/PENALTY AS OF
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
02-20-2008 TOTAL TAX CREDIT 2,803.34
BALANCE OF TAX DUE .00
INTEREST AND PEN. 44.72
TOTAL DUE 44.72
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)