HomeMy WebLinkAbout10-03-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES NOTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION APARAISEM~NT,~-gLLOWANCE OR DISALLOWANCE
PO BOX 280601 OF DEDUCTIOWS AND ASSESSMENT OF TAX
WIRRISBURG PA 17128-0601
REV-1547 EX AFP (06-05)
~,~~ ~,.~ DATE 09-29-2008
~~"-' ~'~ s ~~ ~' ~~ S ! ESTATE OF GROYNE
HENRY J
DATE OF DEATH 03-08-2006
f "_~-- " ~ `"= FILE NUMBER 21 06-0455
MICHAEL A SCHERER ESp ~ ~ ~~.).~~i~ COUNTY CUMBERLAND
OBRIEN ETAL r~ ~~' ACN 101
L,,, ,
APPEAL DATE: 11-28-2008
19 W SOUTH S T (See reverse side under Objections )
CARLISLE PA 17013
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~--l--RETAIN LOWER PORTION FOR YOUR RECORDS ~
- - ------------ --------------------
REV-1547 EX AFP (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GROYNE HENRY J FILE N0. 21 06-0455
ACN 101 DATE 09-29-2008
TAX RETURN WAS: (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) (1) 322,000.00 NOTE: To insure proper
3. Closely Held Stock/Partnership Interest (Schedule C) c2) .00 credit to your account,
C3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) of this form with your
5. Cash/Bank Deposits/Misc. Personal Property cSchedule E) (5) 16 9,265.6 7 tax payment.
6. Jointly Owned Property (Schedule F)
7. Transfers cSchedule G) c6) 179.39
8• Total Assets ~~) .00
c8) _ 566, 162.77
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) Ig) 41,114.05
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions c10)_ 469 46 54
12• Net Value of Tax Return (11) _ 570.60 ~9
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts cSchedule J) c13) _ 55,802.00
14. Net Value of Estate Subject to Tax
cl4) _ 55,802.77
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17,
reflect figures that include the total of ALL returns assessed to date,and 19 will
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16.
Amount
of
Line
14
taxable at
Lineal/Class A rate (15)
C16) .00
55,$02
77 X
17. Amount of Line 14 at Sibling rate , X
18. Amount of Line 14 taxable at Collateral/Class B
19.
Principal
Tax Due rate C18) .00 X
DATE +++~~uuni c+)
NUMBER INTEREST/PEN PAID C-) AMOUNT PAID
10-25-2007 CD008851
174.97- 10,800.0
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
00 _ .00
045_ 2,511.12
12 = .00
15 = .00
c19)_ 2,511.12
10,625.03
8,113.91CR
.00
8,113.91CR
L~
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.)