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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KEITH O BRENNEMAN•'~~`~
SNELBAKER & BRENNEMAN
44 W MAIN ST
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
DATE 07-28-2008
ESTATE OF LILLEY VIOLET R
DATE OF DEATH 12-21-2007
FILE NUMBER 21 08-0066
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-26-2008
(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 _ --- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS f- _ _______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LILLEY VIOLET R FILE ND. 21 08-0066 ACN 101 DATE 07-28-2008
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 DepositslMisc. Personal Property (Schedule E)
b. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(15)
APPROVED DEDUCTIONS AND EXEMPTIONS: 3,825.60
9. Funeral Expenses/Adm. CostsJMisc. Expenses (Schedule H) (9)
1D. Debts/Mortgage Liabilities/Liens (Schedule I) I10) 8 3,36 3.29
11. Total Deductions (11) 87'188'84
t12) 79,551.46-
12. Net Value of Tax Return
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13)
t to Tax
b
t
S
E
t C14) 79,551.46-
14. jec
a
e
u
Net Value of
s
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
16. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
submit the upper portion
I3) .00 of this form with your
~4) .00 tax payment.
c5) 7.637.43
I6) .00
t7) .00
IB) 7,637.43
.00 X
c16) • 00 x
Iln • 00 x
C18) • DO X
00 _ .00
045 _ .00
12 _ .00
15 _ .00
cI9)= . DO
~^ PAYMENT~v
DATE ECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
TOTAL 1 Ax GKE111 1
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
.OD
.00
.0D
* 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" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)