HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-~- -•,~N;QTS,C,E~,QF,_•,~NHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APRRA2S~E`IN~NT.~,A~~OWANC~ OR DISALLOWANCE
INHERITANCE TAX DIVISION 0~, pL~DUCPIO'NS AND ASSESSMENT OF TAX
PO BOX 280681 ~ ,,:~ ~ ; ; ~-, (,
HARRISBURG PA 17128-0601 - '' ~ - REV-1547 EX AFP (06-05)
~~~$ ~tia~ `~ P~ ~2~ AnTE 06-03-2008
6S~fATE OF BORNEISEN EDNA M
DATE OF DEATH 12-18-2007
CLEPK (fir FILE NUMBER 21 08-0314
OPPF'~~~!'~ ~'1(v(~T COUNTY CUMBERLAND
RICHARD L WEBBER JR ESQ C~'"~;`•' `' ~ ~ `~; p~ACN 101
WEIGLE & ASSOCS APPEAL DATE: 08-02-2008
126 E K I NG ST (See reverse side under Objections)
SHIPPENSBURG PA 17257 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 ~-- --------------
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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 BORNEISEN EDNA M FILE N0. 21 08-0314 ACN 101 DATE 06-03-2008
TAX RETURN WAS: C 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 Bonds (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
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
cl) .00
(2) .00
(3) .00
(4) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
(5) 2,835.28
(6)_ .00
(7) .00
(B) 2,835.28
525.42
C9)
(lo) 1,374.89
(11) 1 .900.31
(12) 934.97
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
C13)
(14)
.00
934.97
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 (16) 934.97 X 045 = 42.07
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 (19)= 42.07
rex rovnrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)•
AMOUNT PAID
03-20-2008 (0009436 .00 42.07
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 42.07
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 81, 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.)