HomeMy WebLinkAbout08-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AppRAISEMENT, 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)
DATE 08-04-2008
,, .,~,~, ~ 7 ~~: r); ~~ U ESTATE OF ESHELMAN MYRTLE M
~~~'~~ ~'~'`' ~ ~~~~~~ DATE OF DEATH 12-10-2007
_ FILE NUMBER 21 08-0009
~ ~~`'~.~~'~~`~~'~-~_ COUNTY CUMBERLAND
JAMES D BOGAR ~,r ~' ~' ~T ACN 101
BOGAR & HIPP LAW~O!FCS" '~'~~ APPEAL DATE: 10-03-2008
1 W MAI N ST (See reverse side under Objections)
SHIREMANSTOWN PA 17011 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 !-
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, .ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ESHELMAN MYRTLE M FILE N0. 21 08-0009 ACN 101 DATE 08-04-2008
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) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .00
credit to your account,
00 submit the upper pOrtlOn
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 61,986.91
6. Jointly Owned Property (Schedule F) C6) 2,582.60
7. Transfers (Schedule G) C7) .00
B. Total Assets ~$) 64,569.51
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,781.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 16,179.65
11. Total Deductions C11) 23.960.65
12. Net Value of Tax Return C12) 40,608.86
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule Ji) C13) .00
14. Net Value of Estate Subject to Tax C14) 40,608.86
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 00 _ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 40,608.86 X 045 = 1,827.40
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 Ily)= 1,827.40
rex rornrTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
03-06-2008 CD009386 91.35 1,735.72
07-28-2008 SBADJUST .00 .33
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 1,827.40
BALANCE OF TAX DUE .00
INTEREST ANI) PEN. .00
TOTAL Dl1E .00
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED A,S A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)