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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MARTSON LAW OFFICES
10 E HIGH ST
CARLISLE PA 17013
REV-1547 EX AFP (06-05)
DATE 07-28-2008
ESTATE OF BEECHER DONALD R
DATE OF DEATH 02-27-2008
FILE NUMBER 21 08-0259
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 ~1 RETAIN LOWER PORTION FOR YOUR RECORDS •~
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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 BEECHER DONALD R FILE N0. 21 08-0259 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)
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
I1) .00 NOTE: To insure proper
c2) 2,804.85 credit to your account,
00 submit the upper portion
C3) . of this form with your
~4) .00 tax payment.
~5) 45, 365.63
I6) .00
~7) 12, 000.00
~$) 60, 170.48
APPROVED DEDUCTIONS AND EXEMPTIONS: 7,178.79
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 9 .80
11. Total Deductions (11) 7.188.59
12. Net Value of Tax Return X12) 52,981.89
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13)
14 t Value of Estate Subject to Tax
N C14) 52,981.89
. e
NOTE: If an assessment was issued previously, l ines 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) 52,981.89 X 045 = 2,384.19
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 = .DO
Principal Tax Due
19 c19)= 2,384.19
.
T~V f•~rT\TTn.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-01-2008 CD009648 119.21 2,264.98
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 2,384.19
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)