HomeMy WebLinkAbout07-18-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
__ __, ~_ N.QTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES App~AISEMENT~ ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -- OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 - '" REV-1547 EX AFP (06-05)
~~~~~ ~@~~ ~ ~ ~~ ~~. ~ ~ DATE o7-14-2008
ESTATE OF NEIBERT MARGARET R
DATE OF DEATH 01-22-2008
CLEF( vC FILE NUMBER 21 08-0232
ORPH.~1~~ ~{~~JRT COUNTY CUMBERLAND
MURREL R WALTERS I ''~~
~M~'^"'._~' ,,..-., A ACN 101
54 E MAIN ST APPEAL DATE: 09-12-2008
MECHANICSBURG PA 17055 (See reverse side under Objections)
Amount Remitted 1
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 PORTION 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 NEIBERT MARGARET R FILE N0. 21 08-0232 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)
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
cl) .00
cz) .00
c3) .00
c4) .00
~5) 1,541.20
~6) 25, 030.04
c7) .00
ce)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
26,571.24
APPROVED DEDUCTIONS AND EXEMPTIONS: 12,793.49
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4 04 .59
I1. Total Deductions X11) 13.198.08
C12) 13, 373.16
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
T
t t
S
b C14) 13,373.16
14. ax
jec
o
u
Net Value of Estate
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:
00
00
. 00
15. Amount of Line 14 at Spousal rate (15) • =
X
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 13,373.16 x 045 = 601.79
17. Amount of Line 14 at Sibling rate (17) .0 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
D
l T (19)= 601.79
19. ax
ue
Principa
1 HA V R GL L I J-
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-21-2008 CD009590 30.09 571.70
TOTAL TAX CREDIT 601.79
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( 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.)