HomeMy WebLinkAbout05-09-08r r
'S !'ri ~S ~"~ C
BUREAU OF INDIVIAk7g,~.°~AXE~ ~ ~. ~ '
INHERITANCE TAX DIVISION- ', " ~,~ { ,- ,, ,
PO BOX 280601 `~- .• `-%~~'-' ~ `~
NARRISBURG PA 17128-0601
206 SAY -9 ~~ ~ ~ ~ 22
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
CLERK OF
D sc ~~it ~ ~ r'C?I)~jQA
WM ~, .
SCHRACK & LINSNENBACH
PO BOX 310
DILLSBURG PA 17019
REV-1547 EX AFP C06-05)
DATE 05-12-2008
ESTATE OF HAZEN GRACE B
DATE OF DEATH 06-16-2007
FILE NUMBER 21 07-0645
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-11-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS '
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~ __RETAIN LOWER PORTION FOR YOUR
CUT ALONG THIS LINE RECOR
--
CE OR
O
A
------------
_____
REV-1547 EX AFP (03-05)
RDEDUCTIONS ANDRASSES
N TAX
OF
SMENT
OF
DISALLOWANCE
21 07-0645
N0
B ACN 101 DATE 05-12-2008
.
FILE
GRACE
ESTATE OF HAZEN
SEE ATTACH
ED NOTICE
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
165, 000.00 NOTE:
To insure proper
C1)
1. Real Estate (Schedule A) 32,057.26 credit to your account,
C2)
2. Stocks and Bonds (Schedule B)
)
submit
t
the upper portion
m with your
3. Closely Held Stock/Partnership Interest (Schedule C) C3 pa
,00 tax yment
C4)
4. Mortgages/Notes Receivable (Schedule D)
39,468.4 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) ,00
C6)
6. Jointly Owned Property (Schedule F)
.00
C7)
7. Transfers (schedule G)
C8)
236,525.66
8, Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 76,854.97
9. Funeral Expenses/Adm. Costs/Misc. Expenses CSehedule H) C9) 00
C10)
10. Debts/Mortgage Liabilities/Liens (Schedule I) ,
C11)
76.8 54.92
11. Total Deductions C12) 159,670.69
12. Net Value of Tax Return
ble/Governmental Bequests; Non-elected 9113 Trusts CSe
it
hedule J) C14j .0 0
159,670.69
a
13. Char
14. Net Value of Estate Subject to Tax
18
and 19 will
NOTE: If an assessment was issued previously, 13nes 14,
L retu
f A 15 and/or 16, 17,
rns assessed to date .
L
reflect figures that include the total o
ASSESSMENT OF TAX:
(15) .00 X 00 = .00
15. Amount of Line 14 at spousal rate 159,170.69 X 045 _ 7,162.69
Amount of Line 14 taxable at Lineal/Class A rate C16)
16 12
00 .00
.
(17)
17. Amount of Line 14 at Sibling rate X
_
.
500.00 X 15
75.00
ount of Line 14 taxable at Collateral/Class B rate C18)
A
8 7,2 37,69
m
1
. C19)-
19. Principal Tax Due
TAX C ED TS' R CEIPT
PAYM NT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
00 8,500.00
09-17-2007 CD008699 .
TOTAL TAX CREDIT 8,500.00
BALANCE OF TAX DUE 1,262.31CR
INTEREST AND PEN. .00
TOTAL DUE 1,262.31CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS REFLECTED ASrANOCREDIT^TCCR)REYOURMAY BE DU~
FOR CALCULATION OF ADDITIONAL INTEREST.
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV•7470 EX (fi-88)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OFREVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
Grace B. Hazen
Anita McCully
INHERITANCE TAX
EXPLANATION
OF CHANGES
2107-0645
101
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
~ 1 Changed tax rate from 4.5 percent to 15 percent since a friend is a collateral beneficiary.
Row Page 1