HomeMy WebLinkAbout08-15-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APP:RAISEMENT~, ALLOWANCE OR DISALLOWANCE
DF DEDUCTIONS AND ASSESSMENT OF TAX
MARIELLE F HAZE~~~'ti'`
2000 LINGLESTOWN ROAD
SUITE 202
HARRISBURG PA 17110
REV-1547 EX AFP (06-05)
DATE 08-18-2008
ESTATE OF BORGER CARL A
DATE OF DEATH 08-28-2007
FILE NUMBER 21 08-0021
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-17-2008
(See reverse side under Objections)
Anount ReBtitted~
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALON_6 THIS LINE _ ~ R_ETA_IN LOWER POR_TION_ 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 BORGER CARL A FILE N0. 21 08-0021 ACN 101 DATE 08-18-2008
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) (1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of thi s form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax pa yment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4.288.52
6. Jointly Owned Property (Schedule F) (6) 40,900.52
7. Transfers (Schedule G) (7) 4,207.94
8. Total Assets (B) 49,396.98
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
C9) 14,068.22
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4.30 3.07
11. Total Deductions
C11)
18.371 _?9
12. Net Value of Tax Return C12) 31,025.69
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 31,025.69
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
rex r~enrrc.
c15) 22,576.23 X 00 _ .00
c16) 8,449.46 X D45 _ 380.23
cl7) .00 X 12 _ .00
cl8) .00 X 15 _ .00
cl9)= 380.23
AYMEN
DATE RECE P
NUMBER SCOU T +
INTEREST/PEN PAID (-)
AMOUNT PAID
05-27-2008 CD009808 .00 380.23
TOTAL TAX CREDIT 380.23
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 $1, NO PAYMENT IS REgUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)