HomeMy WebLinkAbout05-30-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~ ~:;~NDTIC~ OF INHERITANCE TAX
/-PP~2/4T5EMEVJT~, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ;-;~ OF-.DE'DUCTZ~ONS AND ASSESSMENT OF TAX
PD BOX 280601 - - .. ~,, ~
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
~~~~~~~ ~O ~~ ~~. ~ DATE 05-26-2008
v ~ ESTATE OF OSTRANDER MARGUERIT
MARK E HALBRUNER
GATES ETAL
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1013 MUMMA RD STE 100
LEMOYNE PA 17043
DATE OF DEATH 06-26-2007
FILE NUMBER 21 07-0853
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-25-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~- RETAIN LOWER PORTION FOR YOUR RECORDS E-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE: OF OSTRANDER MARGUERIT FILE N0. 21 07-0853 ACN 101 DATE 05-26-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) .0 0
2. Stocks and Bonds (Schedule B) C2) .0 0
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 5,163.55
6. Jointly Dwned Property (Schedule F) (6) 7, 093.68
7. Transfers (Schedule G) (7) 89,894.15
8. Total Assets (g)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
102,151.38
APPROVED DEDUCTIONS AND EXEMPTIONS:
17,151.65
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 138.02
11. Total Deductions (11) 17.?89.67
12. Net Value of Tax Return C12) 84,861.71
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14)
84,861.71
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) 84,861.71 X 045 = 3,818.78
17. Amount of Line 14 at Sibling rate (17) •0 0 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due (lq). 3,818.78
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PAYMENT
D/1TE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-19-2007 CD008706 190.94 4,400.00
TOTAL TAX CREDIT 4,590.94
BALANCE OF TAX DUE 772.16CR
INTEREST AND PEN. .00
TOTAL DUE 772.16CR
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
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