HomeMy WebLinkAbout07-18-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.. ,NOT,,ICE flF ,INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES gpPRAISEMEWT, ALLOWANCE OR DISALLDWANCE
INHERITANCE 7AX DIVISION OF;DEpUCTIONS.AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 ~ ~ ~ REV-1547 EX AFP C06-05)
~~~~ s~~ ~ ~ ~~. ~ ATE 07-14-2008
ESTATE OF KATZMAN MARJORIE C
DATE OF DEATH 07-08-2007
C~~~~ ~%~ FILE NUMBER 21 07-0670
~~~~~ ~ ~'~~~~ COUNTY CUMBERLAND
NEIL E HENDERSHOT ESQ ~~~^~"- ;~ '" !'F~„ (~~ pCN 101
GOLDBERG ETAL APPEAL DATE: 09-12-2D08
320 MARKET ST (See reverse side under Objections)
HBG PA 17108 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ --! R_ETA_IN LOWER POR_TION_ FOR YOUR RECD
RDS ~E-~
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEME _
_
NT, ALLOWANCE __________
OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF KATZMAN MARJORIE C FILE ND. 21 07-0670 ACN 101 DATE 07-14-2008
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) (1) 23, 159.48
NOTE: To insure proper
2. 'Stocks and Bonds (Schedule B) (2) ,00 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) (5) .00
6. Jointly Owned Property (Schedule F) (6) 18,343.05
7. Transfers (Schedule G) (7) .0 0
B. Total Assets (g) 41,502.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 12,343.10
10. Debts/Mortgage Liabilities/Liens (Schedule I] (10) 25.00
11. Total Deductions (11) 7 .365. 0
12. Net Value of Tax Return C12) 29, 134.43
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14] 29, 134 .43
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 return s 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
Tex rocnrTC.
C15)
10,791.38 X
(ls) 18,343.05 X
(17) .00 X
cls) • 00 X
00 _ .00
045= 825.44
12 _ .Op
15 _ .00
(19)= 825.44
PAYME T
DATE REC IPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-21-2008 CD009342 .00 825.44
TOTAL TAX CREDIT 825.44
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, 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.) T