HomeMy WebLinkAbout08-29-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-, NOTLCE_ OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES _ APPRAISEMENT,'ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF D$DUCTFONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-601
KEITH 0 BRENNEMAN
SNELBAKER & BRENNEMA~
44 W MAIN ST
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MECHANICSBURG PA 17055
REV-1547 EX AFP C06-05)
DATE 08-25-2008
ESTATE OF BOUST ANN L
DATE OF DEATH 05-02-2007
FILE NUMBER 21 07-0469 ~
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-24-2008
(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 ~ --------------
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REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE DR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BOUST ANN L FILE N0. 21 07-0469 ACN 101 DATE 08-25-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN ND. O1
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) C2) 25,517.52
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •00 submit the upper portion
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) .00
6. Jointly Owned Property (Schedule F) C6) .DO
7. Transfers (Schedule G) C7) .00
8. Total Assets Cg) 25,517.52
APPROVED DEDUCTIONS AND EXEMPTIONS: •00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C4)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions C11) .00
12. Net Value of Tax Return C12) 25,517.52
13. CharitablelGovernmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 436,915.47
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 C16) 303,585.94 X 045 = 13,661.37
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 133,329.53 X 15 = 19,999.43
19. Principal Tax Due (19)= 33, 660.80
TAY (•QCIITTC.
PAYM NT
DATE CEIPT
NUMBER DISCOU T +)
INTEREST/PEN PAID C-)
AMOUNT PAID
07-26-2007 CD008455 1,683.04 33,300.00
12-27-2007 REFUND .00 3,278.54-
05-29-2008 CD009801 43.95- 2,108.06
TOTAL TAX CREDIT 33,768.61
BALANCE OF TAX DUE 107.81CR
INTEREST AND PEN. .00
TOTAL DUE 107.81CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE /^