HomeMy WebLinkAbout06-20-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-' !N.OT,I~E`bF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ,App'RA~ISEMENt,`ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION Ofi'DE1r1UC7~ONS AND ASSESSMENT OF TAX
PO BOX 280601 ~ - ~ ~-
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~~~ ,t;;'~ ~~ ~r~ ~: ~ 7 DATE o6-16-loos
ESTATE OF TRUSSELL JR JOHN B
r.; ,-Y ~ ., DATE OF DEATH 01-08-2007
i ~-~ r~ ~ _ FILE NUMBER 21 07-0036
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~` ~ ~ ~ '" '''1"' COUNTY CUMBERLAND
RICHARD C SNELBAKER ~~~~ ~ ~~`'~
ACN 101
44 WEST MAIN STREET APPEAL DATE: 08-15-2008
PO BOX 318 (See reverse side under Objections)
MECHANICSBURG PA 17055 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 f-~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE: OF TRUSSELL JR JOHN B FILE N0. 21 07-0036 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) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 2,526.00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) ~3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) .00
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) L7) •0 0
8. Total Assets fig) 2, 526.00
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
c9) 15.00
clo) .00
cll) is. 00
c1z) 2,511.00
c13) .00
c14) 552,787.05
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 C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 552,787.06 X 045 = 24,875.42
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 = .00
19. Principal Tax Due
rev rornrrc. cly)= 24,875.42
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
04-02-2007 CD007960 421.05 8,000.00
11-14~-2007 CD008961 .00 16,362.42
04-03~-2008 CD009498 135.94- 228.34
TOTAL TAX CREDIT 24,875.87
BALANCE OF TAX DUE .45CR
INTEREST AND PEN. .00
TOTAL DUE .45CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, 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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