HomeMy WebLinkAbout08-29-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
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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RONALD M KATZMAN'f-~`SQ ' ~`,'
GOLDBERG KATZMAN
PO BOX 1268
HBG PA 17108
REV-1547 EX AFP (06-05)
DATE 08-25-2008
ESTATE OF HALL GERALD N
DATE OF DEATH 09-19-2007
FILE NUMBER 21 07-0897
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 (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HALL GERALD N FILE N0. 21 07-0897 ACN 101 DATE 08-25-2008
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) ,QQ credit to your account,
3
Closely Held Stock/Partnership Interest (Schedule C)
C3) 000.00
2 5~ submit the upper portion
. of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 204,605.04
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets C8) 224,605.04
APPROVED DEDUCTIONS AND EXEMPTIONS:
8,635.32
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 8.635.32
12. Net Value of Tax Return C12) 220,969.72
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 220,969.72
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
18. Amount of Line 14 taxable at Collateral/Class B rate
14. Principal Tax Due
T~V /•~rTTTI+_
c15) 220,969.72 X 00 = .00
c16) • 00 X 045 _ . 00
cln .00 X 12 = .00
X18, . oo X 15 = . oa
c19)= . 00
PAYM NT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C 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 DUES