HomeMy WebLinkAbout09-05-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOfi~~G'E.;.'gF ~`LJVHfzi2~TANCE TAX
BUREAU OF INDIVIDUAL TAXES AppRAISEMENY~„-ALLtlWAtVGE DR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEGtlCT~bNS p-JD ~$ESSMENT OF TAX
PO BOX 280601 _ ,;~ ,~
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
Z~O~ S£~P -5 P~ T€~ 09-01-2008
T E OF BERG ELEANOR R
~, r,i DATE OF DEATH 02-13-2008
~'~'~~"~ ~f~ LE NUMBER 21 08-0238
~~i~'~~ti r ~{~~I~UNTY CUMBERLAND
C~~t '^.._ r,r ". l A 101
WILLIAM P DOUGLAS ESp
DOUGLAS LAW OFFICE APPEAL DATE: 10-31-2008
4 3 W S O U T H 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 _ ~ 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 BERG ELEANOR R FILE N0. 21 08-0238 ACN 101 DATE 09-01-2008
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) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 2,08 5.250.96 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 84 2,4 94.96
6. Jointly Owned Property (Schedule FY (6) 224,795.87
7. Transfers (Schedule G) (7) 10,265.04
8. Total Assets (e) 3, 162,806.83
APPROVED DEDUCTIONS AND EXEMPTIONS:
319,033.31
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .00
11. Total Deductions (11) 31 9.0~ . ~1
12. Net Value of Tax Return (12) 2,843,773.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sc hedule J) (13) 14 0,000.00
14. Net Value of Estate Subject to Tax
(14) 2,703,773.52
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 0 0 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 2,703,773.52 X 045 = 121,670.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 __ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 121,670.00
TAY /`DCATTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-12-2008 CD009704 6,083.47 115,586.00
08-25-2008 SBADJUST .00 .53
TOTAL TAX CREDIT 121,670.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. L Y
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.)