HomeMy WebLinkAbout09-05-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
j, ~ -, !`fit ,~'r- _ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AFPR'AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~ ~ ';i OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 u -', ,J~ „_ ,,.
HARRISBURG PA 17128-0601 ~~~`
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JOHN M EAKIN Cif"'~': ~~, PA
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MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
DATE 09-09-2008
ESTATE OF HORNER JR DELNO
DATE OF DEATH 10-02-2007
FILE NUMBER 21 07-0905
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-08-2008
(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 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 HORNER JR DELNO FILE N0. 21 07-0905 ACN 101 DATE 09-09-2008
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)
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses
10. Debts/Mortgage Liabilities/Liens (Schedule
11. Total Deductions
12. Net Value of Tax Return
147,234.62
(Schedule H) (9)
n clo) 1.147.85
(11) 148.8 .47
c12) 2,096,218.07
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 2,096,218.07
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
Tex rQrnrrc.
C15)
.00 X
I16) • 00 x
c17) 2,096,218.07 X
c1E) • 00 x
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
c8) 2,244,600.54
00 _ .00
045 = . DO
12 _ 251,546.17
15 = .00
c19)= 251,546.17
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-21-2007 (0009102 12,577.31 250,000.00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DU
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DU
A REFUND. S
I1) 1,055,000.00
cz) 20 0 , 634.75
c3) .00
c4) 95, 391.95
t5)_ 893,573.84
c6) .00
c7) .00
TOTAL TAX CREDIT 262,577.31
BALANCE OF TAX DUE 11,031.14CR
INTEREST AND PEN. .00
TOTAL DUE 11,031.14CR
E IS LESS THAN 81, NO PAYMENT IS REQUIRED. ~ ~'(
E IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE J
EE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)