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HomeMy WebLinkAbout06-20-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE - - rr, ~.-"'~t0{TICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES .__M AF.~RAT§EMEN'i, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION ,,'D~ DE1511~T''IONS AND ASSESSMENT OF TAX PO BOX ;?806D1 ,~. _•.,,, . ~ t.:: :, , ....... HARRIS8IJRG PA 17128-0601 ~~~8 ~~~~ 20 ~~ 4 ~' ~± ,", Of ~ ~ '^+ ( r'I i~iT ~w< '• t~ ~,, ~ 1 HUBERT X GILROY ESQ 1 ~.~ _ `.~ MARTSON LAW OFFICES 10 E HIGH ST CARLISLE PA 17013 REV-1547 EX AFP (06-05) DATE Ob-16-2008 ESTATE OF BURKHOLDER BETH A DATE OF DEATH 01-04-2008 FILE NUMBER 21 08-0082 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 TNIS LINE ~! RETAIN LOWER PORTION FDR YOUR RECORDS E'-~ ------------------------------------------------------------------------------- REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BURKHOLDER BETH A FILE NO. 21 08-0082 ACN 101 DATE ----------- Ob-16-2008 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) .00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) ,00 credit to your account, submit 00 the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) t3) . of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) .00 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) C7) .00 8. Total Assets fig) .00 APPROVED DEDUCTIONS AND EXEMPTIONS: 6,5b6.00 9. Funeral ExpenseslAdm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage LiabilitieslLiens (Schedule I) (10) 18.227.40 11. Total Deductions C11) ?4.793.40 12. Net Value of Tax Return C12) 24,793.40- 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax C14) Z4,793.40- NOTE: If an assessment was issued previously, l ines 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 (16) •0 0 X 045 = .00 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 rwv rornrr~. C19)= .00 ,~~ n a.v. PAYMENT RECEIPT D SCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATTON OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUF /_-~ A RcGUUn ecc o~..~..,.~ ----