HomeMy WebLinkAbout07-01-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
r,-.rc~ (".~~ "(~ OITiLCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES i t~": ~~I~OIP~RII~~~AT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION .~ 'Gl. ~I~~u~TIONS AND ASSESSMENT OF TAX
PO BOX 280601 ! i_ it "'!"~ `,/i +
HARRISBURG PA 17128-0601 '--`-a"'!~ REV-1547 EX AFP C06-05)
,~~~~ ~~1. _' ~M ~: ~~ DATE 06-23-2008
ESTATE OF HAAS BARBARA
w,a~.sA ~~
STEPHANIE KLEINFELT~'~~I~~ ~d., FA
KEEPER ETAL
635 N 12TH ST STE 400
LEMOYNE PA 17043
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 (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HAAS BARBARA FILE N0. 21 07-0927 ACN 101 DATE 06-23-2008
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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 14 9.530.08 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 30 9,552.32
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 459, 082.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
(9) 37,688.90
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2,781.50
11. Total Deductions (11) 40.470.40
12. Net Value of Tax Return (12) 418,612.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) 2 0,000.00
14. Net Value of Estate Subject to Tax (14) 398, 612.00
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAY /`D GnTTC.
DATE OF DEATH 10-07-2007
FILE NUMBER 21 07-0927
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-22-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
(15)
.00 X
(16) 358,612.00 X
C17) • 00 X
(18) 40, 000.00 X
00 = .00
045_ 16,137.54
12 _ .00
15 _ 6,000.00
(19)= 22,137.54
A ME
DATE RECEI T
NUMBER D SCOUN (+)
INTEREST/PEN PAID (-) gMOUNT PAID
12-20-2007 CD009100 1,106.88 21,340.00
-TOTAL TAX CREDIT 22,446.88
BALANCE OF TAX DUE 309.34CR
INTEREST AND PEN. .00
TOTAL DUE 309.34CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 91, NO PAYMENT IS REQUIRED. \
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)