HomeMy WebLinkAbout08-04-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0681
KEITH 0 BRENNEMAN
SNELBAKER 8~ BRENNEMAN
44 W MAIN ST
MECHANICSBURG PA 17055
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
_ gF,DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
DATE 07-28-2008
ESTATE OF ELY SR GEORGE W
DATE OF DEATH 01-16-2008
FILE NUMBER 21 08-0080
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-26-2008
(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
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CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YDUR RECORDS F~
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REV-1547 EX AFP (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ELY SR GEORGE W FILE NO. 21 08-0080 ACN 101
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OR
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) (1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 813,308.32
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 2,271.95
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 14,532.39
8. Total Assets Ig) 830, 112.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
10,547.58
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 948.75
11. Total Deductions C11) 11.496.33
12. Net Value of Tax Return C12) 818,616.33
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) 24,558.49
Net Value of Estate Subject to Tax
14 C14) 794, 057.84
.
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 C15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 753, 167.02 X 045 = 33,892.52
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) 40,890.82 X 15 = 6,133.62
19. Principal Tax Due (19)= 40, 026.14
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID C-)
04-10-2008 (0009528 1,994.74 37,900.00
05-08-2008 (0009680 .00 231.14
TOTAL TAX CREDIT 40,125.88
BALANCE OF TAX DUE 99.74CR
INTEREST AND PEN. .00
TOTAL DUE 99.74CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN B1, 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 INSTRUCTIDNS.)