HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-06D1
'('r'~'1nTi"1•~ ~~ '-j~~ r`~ NOTICE OF INHERITANCE TAX
TAXi~ ,, ARI'RAISEMENT, ALLOWANCE OR DISALLOWANCE
i~f '/~ ; j i `..~~: ~•1== ~ • _~~ ~-bF DEDUCTIONS AND ASSESSMENT OF TAX
2Q08 MAY -9 AM i 1= 23
CLEF,' OF
OP~H!',Pt, C~JURT
EARL RICHARDC~~fC~WE~ILE~R ~~~" P'~
ETZWEILER & ASSOCS
105 N FRONT ST
HBG PA 17101
cl) .00
~2) 4,604.40
c3) .00
c4) .00
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4-
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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 BORDNER HARRY E FILE N0. 21 07-1126 ACN 101 DATE 05-05-2008
TAX RETURN WAS: (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 (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
REV-1547 EX AFP (06-05)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) 94 , 835.98
c6) .00
c7) .00
~$) 99,440.38
APPROVED DEDUCTIONS AND EXEMPTIONS: 10,698.99
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 10.698.99
12. Net Value of Tax Return C12) 88,741.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) (13) .00
14 Net Value of Estate Subject to Tax C14) 88, 741 .39
.
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect fiBUres that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate C17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
rex ro Gnrrc.
.00 X
.00 X
9,860.16 X
78,881.23 X
00 _ .00
045 . .00
12 _ 1,183.22
15 _ 11,832.18
c19)= 13, 015.40
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-01-2008 CD009365 650.77 12,364.63
TOTAL TAX CREDIT 13,015.40
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
DATE 05-05-2008
ESTATE OF BORDNER HARRY E
DATE OF DEATH 12-06-2007
FILE NUMBER 21 07-1126
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-04-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: