HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.-.NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 1' pPPRA.LS~MENT, 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)
~~ ~~`~ ~~`~~' ' ~ F°'~~ ~ ° ~{3 ESTATE OF BARNER2008 MILDRED L
C' ~I~'`~ ~J~,.
WILLIAM R BUNT ESQ ~(,', ~'- pa
W R BUNT LAW OFFICE
PO BOX 336
NEW BLOOMFIELD PA 17068
DATE OF DEATH 10-15-2007
FILE NUMBER 21 07-1124
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-10-2008
(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 BARNER MILDRED L FILE N0. 21 07-1124 ACN 101 DATE 08-11-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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)
11. Total Deductions
12.
13.
14.
Net Value of Tax Return
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
Net Value of Estate Subject to Tax
(13)
00
~l4) 1,732.41
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 (15) •00 X OD _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1,732.41 X 045 = 77.96
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 _ .00
19. Principal Tax Due (19)= 77.96
TAY rQFiITTS.
PAYMENT
DATE RECEIPT
NUMBER D SCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-20-2008 CD009767 .00 77.96
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 77.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ri
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
00 submit the upper portion
C3) . of this form with your
C4) .00 tax payment.
c5) 6,203.43
c6) .00
cn .00
ce) 6,203.43
4,471.02
C9)
clo) .00
C11) 4.471.02
c12) 1,732.41