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HomeMy WebLinkAbout05-30-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE " " NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES .. A~PPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION `,'' OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 2B0601 4,, HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05) `~~^ ~.~ ~~ ~~~ ~~; ~~ DATE 05-26-2008 ESTATE OF REYNA ROBERT M ,,. _~~,, ,~ DATE OF DEATH 11-18-2006 ~~'~ ~-` `t~ r-" FILE NUMBER 21 06-1071 n~N-{,n '~~' ! "-~~~ COUNTY CUMBERLAND MURREL R WALT~~~:$II ESQ ~~~~ ACN 101 54 E MAIN ST APPEAL DATE: 07-25-2008 MECHANICSBURG PA 17050 (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 ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF REYNA ROBERT M FILE N0. 21 06-1071 ACN 101 DATE 05-26-2008 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) C1) .00 NOTE: To insure proper credit to your account, 2. Stocks and Bonds (Schedule B) (2) .00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 17,601.91 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) C7) .0 0 17,601.91 8. Total Assets C8) APPROVED DEDUCTIONS AND EXEMPTIONS: 2,334.85 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3 9.294.22 11. Total Deductions C11) 41 .6?9.07 12. Net Value of Tax Return (12) 24,027.16- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 24,027.16- 14. Net Value of Estate Subject to Tax C14) 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) • 00 X 045 = . 00 17. Amount of Line 14 at Sibling rate C17) •0 O X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00 19. Principal Tax Due (19). .00 TAX CRFi1TTC e PAYMENT DATE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID ^ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. \ IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE ~~ A DCCIIAIP CCC DCVCDCC CTT1C AC TYTC C(1DM CAD TAICTD111^TTnAIC 1