HomeMy WebLinkAbout07-01-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES } it - ~.~-'~',~Npl'TCE OF INHERITANCE TAX
~~~A~~I~,~,~EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION if
PO BOX 280601 >;,~( ;~~L~ ~~F.A DuCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
2008 JILL -1 PM I ~ 05
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KEITH 0 BRENNEMAN ~~~~ ~~~ ~'
SNELBAKER 8~ BRENNEMAN
44 W MAIN ST
MECHANICSBURG PA 17055
REV-1547 EX AFP CD6-05)
DATE 06-23-2008
ESTATE OF DUNCAN SUSAN C
DATE OF DEATH 08-30-2007
FILE NUMBER 21 07-0986
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-22-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4- --------------
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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 DUNCAN SUSAN C FILE N0. 21 07-0986 ACN 101 DATE 06-23-2008
TAX RETURN WAS: (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) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .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) 5,182.12
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 26,268.50
8. Total Assets (e) 31,450.62
APPROVED DEDUCTIONS AND EXEMPTIONS:
4,438.60
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 37.691.15
11. Total Deductions (11) 42.129.75
12. Net Value of Tax Return (12)
10,679.13-
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14)
10,679.13-
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) . 00 X 045 = . 00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (1g)= .00
TAY PDCTTTC.
A M NT
DATE EC IPT
NUMBER DISCOUNT C+
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.00
.00
.00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN #1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)