HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
(~ (' NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL Ti1X~ r~J ~ F'` :APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION .-,- OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 `" '„i
HARRISBURG PA 17128-0601 •-~%''~' `~
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BRADLEY L G ~~E~:.~, T.,i."• ~"~~ • , A
GRIFFIE K A~~S
200 N HANOVER ST
CARLISLE PA 17013
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MENTZER ANNA E FILE N0. 21 07-0714 ACN 101 DATE 05-05-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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 cSchedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property cSchedule F)
7. Transfers cSchedule G)
8. Total Assets
I1) .00 NOTE: To insure proper
~2) .00 credit to your account,
00 submit the upper portion
c3) of this form with your
c4) .00 tax payment.
c5) 5,372.78
c6) 58,000.00
cn .00
ca) 63, 372.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
11,260 .99
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 316 .00
11. Total Deductions C11) 11,576.99
12. Net Value of Tax Return C12) 51,795.79
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts cSchedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 51,795.79
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 (15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 51 , 795.79 X 045 = 2, 330 .81
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 c19)= 2,330.81
TAY PDCTTTC.
~~ PAYMENT~~
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
02-29-2008 CD009356 .00 2,330.81
BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-01-2008 TOTAL TAX CREDIT 2,330.81
BALANCE OF TAX DUE .00
INTEREST AND PEN. 24.61
TOTAL DUE 24.61
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1547 EX AFP C06-05)
DATE 05-05-2008
ESTATE OF MENTZER ANNA E
DATE OF DEATH 04-05-2007
FILE NUMBER 21 07-0714
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-04-2008
(See reverse side under Objections )
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: