HomeMy WebLinkAbout07-01-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
ry~~r NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ."~'~y~p~ ~.N,fF~'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION + ~ r~~O~B~~`T~ONS AND ASSESSMENT OF TAX
PO BOX 260601 ~~,~~'~~ 9~(
HARRISBURG PA 17128-0601 1 ~ uII~~{a'.'," REY-1547 IX AFP C06-05)
2pp~'1U~ _ ~ PM ~: +- DATE 06-23-2008
O4 ESTATE OF PEIPER JEFFREY W
JOHN M GLACE ESq CUIVR~p ~. PA
J M GLACE LAW OFFICE
132-134 WALNUT ST
HBG PA 17101
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS ~ _ _______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PEIPER JEFFREY W FILE N0. 21 07-0607 ACN 101 DATE 06-23-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATIDN 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
(1) 89,700.00 NOTE: To insure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) 20 , 165.96
c6) .00
n) .00
~$) 109,865.96
5,199.98
C9)
C1o) 448.24
C11) 5.648.9
cl2) 104,217.74
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) •00
14. Net Value of Estate Subject to Tax C14) 104,217.74
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 X15) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 104,217.74 X 045 = 4,689.80
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) •00 X 15 _ .00
19. Principal Tax Due C19)= 4,689.80
TAY rQFi1TTC.
PAY
DATE RE IPT
NUMBER DISCOUN (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-10-2007 CD008532 234.49 4,700.00
06-14-2008 REFUND .00 244.69-
DATE OF DEATH 05-18-2007
FILE NUMBER 21 07-0607
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-22-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 4,689.80
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TDTAL 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 E
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)