HomeMy WebLinkAbout09-12-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
ROBERT G FREY
5 S HANOVER ST
CARLISLE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
" ',NOTICE OF INHERITANCE TAX
•~ APPRA~•SEMENT, ALLOWANCE OR DISALLOWANCE
`" "'-" ~ OF DEDUCTIONS AND ASSESSMENT OF TAX
~~~a s~~ ~ z ~~ ~~: s~
DATE 09-09-2008
ESTATE OF SHULENBERGER ETHEL D
DATE DF DEATH 03-24-2008
FILE NUMBER 21 08-0437
COUNTY CUMBERLAND
ACN 1 X01
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
cl) .00
c2) 3, 194.00
c3) .00
c4) .00
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP X03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF SHULENBERGER ETHEL D FILE N0. 21 08-0437 ACN 101 DATE 09-09-2008
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)
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 (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
taX payment.
cs) 36.004.00
c6) .00
cn .00
c8) 39, 198.00
1,934.00
(9)
Il0) .00
C11) - 1 .934.00
clz) 37,264.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .J)
14. Net Value of Estate Subject to Tax
c13) .00
n4) 37,264.00
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 C15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 37,264.00 X 045 = 1,677.00
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Tax Due cly)= 1,677.00
TAY /`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-20-2008 CD009907 83.84 1,593.00
09-02-2008 SBADJUST .00 .16
REV-1547 EX AFP (06-05)
~ rW;.
F;f I n
PA 17013
TOTAL TAX CREDIT 1,677.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~t
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~--~
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.)