HomeMy WebLinkAbout08-04-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
,:DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
- -' "` OF DEDUCTIONS AND ASSESSMENT OF TAX
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EARL RICHARD ETZW~Y~L`~R'-'+~,~~~^~ ~~~ Pa
ETZWEILER 8. ASSOCS
105 N FRONT ST
HBG PA 17101
REV-1547 EX AFP C06-05)
DATE 07-28-2008
ESTATE OF GREEN V J
DATE OF DEATH 12-16-2007
FILE NUMBER 21 08-0018
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
CUT ALONG THIS LINE ---- RETAIN LOWER PORTION FOR YOUR RECORDS E-- --------------
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GREEN V J FILE N0. 21 OS-0018 ACN 101 DATE 07-28-2008
TAX RETURN WAS: C 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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 2,200.02 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) L3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 370.00
6. Jointly Owned Property (Schedule F] (6) 616.33
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 3, 186.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
1,744.70
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 149.450.73
11. Total Deductions (11) 151 .195.43
148, 009.08-
12. Net Value of Tax Return C12)
•00
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) (13)
148,009.08-
14. Net Value of Estate Subject to Tax (14)
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 X15) .00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) . 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 (18) •00 X 15 = .00
19. Principal Tax Due
rwv rornrr~. C19)= .00
AYMENT
DATE RECEIPT
NUMBER ISCOUNT (+)
INTEREST/PEN PAID C-) 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 S1, 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.)