HomeMy WebLinkAbout05-27-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
AFl?~~bllrN~,.AL~QYVANCE OR DISALLOWANCE
F cr~DV~ I.bNS~P~Nq k1SSESSMENT OF TAX
I , • DATE
' ~ ~ ~ - ESTATE OF
DATE OF DEATH
Zile 8AY 27 P~ f ~ 48 couN
ACN
REV-1617 EX (02-06) PC
04-28-2008
MEALS MARY J
06-17-2007
21 07-0623
Cumberland
101
RICHARD C SNELBAKER C~.E~~ t~~
SNELBAKER 8~ BRENNEMA ~ ~ ~~ ~ I ~ Appeal Date: 06-27-2008
RPH; ~ ~ ~,O,.RT
PO BOX 318 ~~~ -~ ~ ~~, p~, (See reverse side under Objections)
MECHANICSBURG PA 1705 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
Register of Wills
Cumberland County Courthouse
Carlisle, PA 17013
_ CUT ALONG THIS LINE_____________ _ b RETAIN LOWER P_ORT_ION FOR YOUR RECORDS ~'_ ________________________________
REV-1547 EX (02-08) PC NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MEALS MARY J FILE NO. 21 07-0623 ACN 101 DATE 04-28-2008
TAX RETURN WAS• (®) ACCEPTED AS FILED (^) CHANGED
RESERVATION CONCERNING FUTURE INTEREST -SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 128,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 14,230.48 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) 0.00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) 0.00 of tats form witn your
5. Cash/Bank Deposits! Misc. Personal Property (Schedule E) (5) 35,199.06 tax payment.
6. Jointly Owned Property (Schedule F) (6) 0.00
7. Transfers (Schedule G) (7) 0.00
8. Total Assets (8) 177,429.54
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 24,682.20
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 486.19
11. Total Deductions (11) 25,168.39
12. Net Value of Tax Return (12) 152,261.15
13. CharitablelGovernmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 0.00
14. Net Value of Estate Subject to Tax (14) 152,261.15
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 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) 0.00 X .00 0.00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 152,261.16 X .045 6,851.75
17. Amount of Line 14 taxable at Sibling rate (17) 0.00 X .12 0.00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 0.00 X .15 0.00
19. Principal Tax Due (19) 6,851.75
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID -
02-20-2008 CD009317 0.00 6,851.75
TOTAL TAX CREDIT 6,851.75
BALANCE OF TAX DUE 0.00
INTEREST 0.00
TOTAL DUE 0.00
IF PAID AFTER DATE INDICATED, SEE REVERSE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE tS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)