HomeMy WebLinkAbout08-29-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- -~.- - -----.N,OTI-L.E:-0F -INHERITANCE TAX
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BUREAU OF INDIVIDUAL TAXES ~
-APPRAISEf4ENTr ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION _ OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 ;';_
HARRISBURG PA 17128-0601 ~ REV-1547 EX AFP C06-05)
°~ ~~ ~~ C~, ~~ DATE 08-25-2008
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ESTATE OF BRUCE HERMAN P
DATE OF DEATH 02-12-2008
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L- `~ FILE NUMBER 21 08-0352
COUNTY CUMBERLAND
MURREL R WAITERS III E~'~!".''~ ~- ''"`', I'^, ACN 101
54 E MAIN ST APPEAL DATE: 10-24-2008
MECHANICSBURG PA 17055 (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
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- ~ RETAIN LOWER PORTION FOR YOUR RECORDS F-
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REV-1547 EX AFP C03-05~ ______________
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NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRUCE HERMAN P FILE N0. 21 08-0352 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) (1) .00
2. Stocks and Bonds (Schedule B) (2) 17,799.63
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c5) 41,609.28
c6) .00
~7) .00
cB) 59,408.91
APPROVED DEDUCTIONS AND EXEMPTIONS:
717.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C4)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 717.00
12. Net Value of Tax Return (12) 58,691.91
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Yalue of Estate Subject to Tax (14) 58,691.91
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) 58, 691.91 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •00 X 04 5 = - .00
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) •0 0 X 15 = .00
19. Principal Tax Due (19)= .00
TAY f RFTITTS
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 81, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR). YOU MAY BE DUE ~ .