HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
.,t, ., r -~ r-,r -
~- ~ _'; j s r PtipTiGE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES Ap~RRI°SEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ,-r ~- ~ L.piF~.DEDUCTIDNS AND ASSESSMENT OF TAX
PO BOX 2806D1
HARRISBURG PA 17128-0601 REV-1547 EX AFp (06-05)
Z~~~ ~~ "~ ~~''~ ~~~ i $ DATE Ob-03-2008
ESTATE OF RETTBERG CLAIRE A
(~~ ~~~( tl~= DATE OF DEATH 01-D8-2005
Q~~~-ja~~'C, ~~(~~T FILE NUMBER 21 05-0059
C~~,"!"' `~ `~"; ~~ COUNTY CUMBERLAND
WAYNE F SHADE ACN 101
53 W POMFRET ST APPEAL DATE: 08-02-2008
CA R L I S L E P A 17 013 (See reverse side under Objections )
Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17D13
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 RETTBERG CLAIRE A FILE N0. 21 05-0059 ACN 101 DATE 06-03-2008
TAX RETURN WAS: C X] ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 10 3,049.85 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,QQ credit to your account,
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) (5) 20.4 26.8 4
6. Jointly Owned Property (Schedule F) C6) 9,571.99
7. Transfers (Schedule G) (7) .00
8. Total Assets Cg) 133, 048.73
APPROVED DEDUCTIONS AND EXEMPTIONS:
13,881.40
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9.90
11. Total Deductions C11) 13.891.30
12. Net Value of Tax Return C12) 119, 157.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 119, 157.43
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 DF TAX:
• 00 00 . 00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 119, 157.40 X 045 = 5,362.08
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at CollaterallClass B rate C18) •00 X 15 .00
19. Principal Tax Due C19)= 5, 362.08
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
D3-24-2005 CD005115 226.32 4,300.00
01-19-2007 CD007722 // .00 200.00
03-20-2008 CDOD4442 129.61- 983.76
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 5,580.47
BALANCE OF TAX DUE 218.39CR
INTEREST AND PEN. .00
TOTAL DUE 218.39CR
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 REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)