HomeMy WebLinkAbout08-15-08BUREAU OF INDIVIDUAL
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
_ DEPARTMENT OF REVENUE
'~1 ~!.~~,. ~ ~ NOTICE OF INHERITANCE TAX
TAXES _ .ApP'RAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
~f ~ ; lei ~ ~ vC'~~I"ii~
WM D SCHRACK Gr~~~;: '~-~' ' i
SCHRACK & LINSENBACH
PO BOX 310
DILLSBURG PA 17019
DATE 08-11-2008
ESTATE OF KNAUB INEZ M
DATE OF DEATH 08-24-2007
FILE NUMBER 21 07-0837
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-LO-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 ~ --------------
-----------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KNAUB INEZ M FILE N0. 21 07-0837 ACN 101 DATE 08-11-2008
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
I1. Total Deductions
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
C5) 42,108.85
c6) .00
~7) .00
~$) 154,988.44
21,104.24
(9)
C1o) .00
C11) 21.104.24
12. Net Value of Tax Return C12) 133,884.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 13,388.4 2
14. Net Value of Estate Subject to Tax C14) 120,495.78
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
19. Principal Tax Due
TAY CRFTITTS.
(15) .00 X
C16) . 03 x
c17) 96,396.60 X
c18) 24, 099.15 X
00 _ .00
045 _ .00
12 = 11,567.59
15 = 3,614.87
c19)= 15, 182.46
A M NT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
11-20-2007 CD009013 759.11 14,423.00
08-04-2008 SBADJUST .00 .35
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
C1) .00
C2) 112,879.59
C3) .00
C4) .00
REV-1547 EX AFP (06-05)
TOTAL TAX CREDIT 15,182.46
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
I TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)