HomeMy WebLinkAbout06-20-08BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
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KATHLEEN B MDRREN'ESq
206 WILLOW AVE
CAMP HILL PA 17011
COMMONWEALTH OF PENNSYLVANIA
_ _ DEPARTMENT OF REVENUE
1 r _
- ~,,. ~~ NOTICE OF INHERITANCE TAX
TAXES. !,JgppRAISEMENT, ALLOWANCE OR DISALLOWANCE
"' ~~ OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
DATE 06-16-2008
ESTATE OF MURREN JEUNE M
DATE OF DEATH 09-07-2005
FILE NUMBER 21 05-0819
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-15-2008
(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 LDWER PORTION FOR YOUR RECORDS ~
REY-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT DF TAX
ESTATES OF MURREN JEUNE M FILE N0. 21 05-0819 ACN 101 DATE 06-16-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1.. Real Estate (Schedule A) (1) 214,000.00 NOTE: To insure proper
2.. Stocks and Bonds (Schedule B) C2) ,DO credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) •DO of this form with your
.00 tax payment.
4. Mortgages/Notes Receivable (Schedule D) C4)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) (7) .00
8. Total Assets fig) 219,000.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
46,907.64
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 46.9D7.64
12. Net Value of Tax Return C12) 172,D92.36
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1 , 028, 077.68
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) 1 , 028, 077.68 X 045 = 46, 263.50
17. Amount of Lfne 14 at Sibling rate C17) •00 X 1 2 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
19.
T~V f•~ Principal Tax Due
rTTTr. (19)= 46,263.50
PAYM NT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
12-02-2005 CD006053 2,263.16 43,000.00
05-26-2006 CD006739 .00 3,500.00
TOTAL TAX CREDIT 48,763.16
BALANCE OF TAX DUE 2,499.66CR
INTEREST AND PEN. .00
TOTAL DUE 2,499.66CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
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