HomeMy WebLinkAbout06-06-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
HERBERT P HENDERSON II
PECHT & ASSOCIATES PC
55 WEST HIGH STREET
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
Np.TICE OF INHERITANCE TAX
APPRATS~EMLNT L' U4i1;4NCE OR DISALLOWANCE
~,
OF DEDUCTIONS P~N~7 ASSESSMENT OF TAX
ZQ~B .~U~ _S r ~°I IG~ ~i7i ATE OF
DATE OF DEATH
CLCrn'~~C GP= FILE NUMBER
ORP~~~1'; (` j~J~T COUNTY
CUPt~E ~:~' PfiACN
APPEAL
ELIZABETHTOWN PA 17022
REV-1547 EX AFP C06-05)
06-03-2008
PORT ETTA
12-08-2006
21 07-0366
CUMBERLAND
101
DATE: 08-02-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
L
CUT ALONG THIS LINE _ --- R_ETA_IN LOWER PORTION FOR YOUR RECORDS F-- _ _______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PORT ETTA L FILE N0. 21 07-0366 ACN 101 DATE 06-03-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bands (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1) .00 NOTE: To insure proper
C2) .00 credit to your account,
.00 submit the upper portion
C3) of this form with your
C4) .00 tax payment.
c5) 77,741.70
c6)_ .00
~7) 51,886.99
cB) 129,628.69
APPROVED DEDUCTIONS AND EXEMPTIONS: 12,486.76
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.126.58
11. Total Deductions C11) x,.61;.~4
114,015.35
12. Net Value of Tax Return C12)
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
114, 015.35
14. Net Value of Estate Subject to Tax C14)
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:
• 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) 114, 015.35 X 045 = 5, 130.69
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
Principal
19 Tax Due c19)= 5, 130.69
.
r w rornrTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
08-27-2007 CD008590~~
/ .00 1,600.00
533
43
3
03-10-2008 (0009398 2.74- .
,
BALANCE OF UNPAID INTEREST/PENALTY AS OF
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
03-11-2008 TOTAL TAX CREDIT 5,130.69
BALANCE OF TAX DUE .00
INTEREST AND PEN. 132.86
TOTAL DUE 132.86
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~},~~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU MAY BE DUEV
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~