HomeMy WebLinkAbout09-12-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ ~ 'v ^N6'fSCE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ A~'~'~AI'SEhfF:NT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~
Of `. DE~(rCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 .1 v. ....
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
~~3~~ ~`~ ~ ~ ~~" j~: 5{} DATE 09-09-2008
ESTATE OF HILDEBRAND SARA W
., , ~ DATE OF DEATH 10-31-2007
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~C^, ., ~-;,y ~r FILE NUMBER 21 07-1035
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~.'- -- ' `'` ~~ ~ `1A COUNTY CUMBERLAND
PETER J RESSLER E~~ ACN 101
METTE ETAL APPEAL DATE: 11-08-2008
P O BOX 5 9 5 0 (See reverse side under Objections
HBG PA 17110 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 4- _ _______________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HILDEBRAND SARA W FILE N0. 21 07-1035 ACN 101 DATE 09-09-2008
TAX RETURN WAS: C 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) 275, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 3,569.20
6. Jointly Owned Property (Schedule F) (6) 387.37
7. Transfers (Schedule G) (7) 149,433.09
8. Total Assets (g) 428,389.66
APPROVED DEDUCTIONS AND EXEMPTIONS:
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule
H) 33,963.86
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 4.410 .95
11. Total Deductions (11) 38.374 S7
12. Net Value of Tax Return (12) 390, 014.85
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .1) C13) •00
14. Net Value of Estate Subject to Tax (14) 390,014.85
NOTE: If an assessment was issued previously, l ines 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) 390,014.84 X 045 = 17,550.67
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) •0 0 X 15 _ .00
19. Principal Tax Due (19)= 17,550.67
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
01-23-2008 (0009197 877.53 17,500.00
TOTAL TAX CREDIT 18,377.53
BALANCE OF TAX DUE 826.86CR
INTEREST AND PEN. .00
TOTAL DUE 826.86CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
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