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HomeMy WebLinkAbout07-25-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE "`~ !''~f- NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXE'$ ~ ' .APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION - -0F DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 , ~_ -~~ ' HARRISBURG PA 17128-0601 ~~ L~~U JU~ 2~ I( I 1• O G JOYCE STUCKE`Ct,~ti+ ~ ~'~~ 152 ROBSON RD DILLSBURG PA 17019 Cl) .00 Cz) .00 C3) .00 C4) .00 C5) 6.579.93 C6) .00 C7) .00 CUT ALONG THIS LINE ~ RETAIN 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 ESHLEMAN BERNICE L FILE N0. 21 08-0233 ACN 101 DATE 07-28-2008 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE 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 REV-1547 EX AFP C06-D5) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. C8) 6,579.93 APPROVED DEDUCTIONS AND EXEMPTIONS: 956.50 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 151.52 11. Total Deductions C11) 1 .108.0 12. Net Value of Tax Return C12) 5,471.91 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax C14) 5,471.91 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 C16) 4,377.52 X 045 = 196.98 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) 1,094.38 X 15 _ 164.15 19. Principal Tax Due C19)= 361.13 TAY rRFT1TTS PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID C-) AMOUNT PAID 05-07-2008 CD009672 18.06 476.05 DATE 07-28-2008 ESTATE OF ESHLEMAN BERNICE L DATE OF DEATH 02-07-2008 FILE NUMBER 21 08-0233 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 09-26-2008 (See reverse side under Objections) Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 TOTAL TAX CREDIT 494.11 BALANCE OF TAX DUE 132.98CR INTEREST AND PEN. .00 TOTAL DUE 132.98CR * 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" (CR), YOU MAY BE DUE w orrne~n crc ocvcocr crnr nr Turc rnnu rnn ru~rnnnrr...~~ . REV-1470 EX (8-88) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 NTS NAME Bernice L. Eshleman INHERITANCE TAX EXPLANATION OF CHANGES FILE 2108-0233 /lV IY Sheila Megonnell 101 ITEM SCHEDULE Np. EXPLANATION OF CHANGES ~ I 4 I Changed tax rate from 15 percent to 4.5 percent since adaughter-in-law is a lineal beneficiary. Row Page 1