HomeMy WebLinkAbout07-25-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- -~ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A~PPRdIS£MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ ~ DF DEbUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ,' ~ -. ~ ~ _
HARRISBURG PA 17128-0601 ~~
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MURREL R WALTERS ~''~'SQ ~ DA
54 EAST MAIN STREET
MECHANICSBURG PA 17055
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 BEITZEL VIVIAN G FILE N0. 21 08-0204 ACN 101 DATE 07-21-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: pRIGINAL 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
C1) 150,999.40 NOTE: To insure proper
C2) ,00 credit to your account,
C3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
[5) 1,134,198.47
[6) 67,757.03
[7) .00
{B) 1,352,954.90
APPROVED DEDUCTIONS AND EXEMPTIONS:
16,720.72
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)_ 1,62 3.81
11. Total Deductions {11) lS.i44.53
12. Net Value of Tax Return [12) 1 , 334.610.37
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) [13) .00
14. Net Value of Estate Subject to Tax {l4) 1,334,610.37
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 1$ 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) 1,334,610.37 X 045 = 60,057.47
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] •0 0 X 15 _ .0 0
19. Principal Tax Due {19). 60,057.47
TAY rDFifiTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
05-01-2008 CD009643 2,631.58 50,000.00
05-01-2008 CD009644 371.29 7,054.60
REV-1547 EX AFP C06-05)
DATE 07-21-2008
ESTATE OF BEITZEL VIVIAN G
DATE OF DEATH 02-02-2008
FILE NUMBER 21 08-0204
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-19-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
TOTAL TAX CREDIT 60,057.47
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 S1, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR], YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)