HomeMy WebLinkAbout08-15-08 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEM~NT, ALLOWANCE OR DISALLOWANCE
OF DED`UG7IONS AND ASSESSMENT OF TAX
e
ORS LL,: ~ 1J;, }aT~~
CRAIG A DIEHL ESQ ~~r ~-,~-~',, 1,r..,, '. ~.. 1':'~
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C A DIEHL LAW OFFICE
3464 TRINDLE RD
CAMP HILL PA 17011
REV-1547 EX AFP (06-05)
DATE 08-11-2008
ESTATE OF BRENNAN MARGARET
DATE OF DEATH 02-05-2007
FILE NUMBER 21 07-0146
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 ALON_6 THIS LINE _'--) R_ETA_IN LOWER POR_TION_FOR_YOUR_RECORDS_ f- ___________________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
~nr.rr nr ARFNNAN MARGARET FILE N0. 21 07-0146 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
I1)
~2)
C3) 863,900.00
209,010.35
'00 NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
C4) .00 tax payment.
~5) 118.892.11
c6) .00
C7) 215,563.00
C8) 1,407,365.46
APPROVED DEDUCTIONS AND EXEMPTIONS: 11,004.96
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 92,269 .54
50
C11) 103.274..
11. Total Deductions 1,304,090.96
12. Net Value of Tax Return C12) .00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 1,304,09 0.96
14. Net Value of Estate Subject to Tax C14)
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: 00 p0 .00
c15)
l rate
t S , =
X
15. pousa
Amount of Line 14 a 090.96
304
1 045 = 58,684.09
16. Amount of Line 14 taxable at Lineal/Class A rate (16) ,
, X 00
(17) .00 X 12 = .
17. Amount of Line 14 at Sibling rate 15 00
C18)
t
B .00 =
X .
18 e
ra
Amount of Line 14 taxable at Collateral/Class
. C19)= 58,684.09
19. Principal Tax Due
TAX Giz Ul 1 s
PAYMEN
DATE
RECEIPT
NUMBER
DISCOUN (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-03-2007 CD008124 2,934.20 61,899.33
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 64,833.53
BALANCE OF TAX DUE 6,149.44CR
INTEREST AND PEN. .00
TOTAL DUE 6,149.44CR
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)