HomeMy WebLinkAbout09-12-08 (2)COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ~~ ~'~'~~ f iNp?;I~dFr~INHERITANCE TAX
'AP P'~RA~S~M~~'Ni',~~AL~OWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ~- ~
PO BOX 280601 OF ~E 1tUCT~Q~S~AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 LL REY-1547 EX AFP (06-05)
~~~~ S~~ ~ 2 ~~} ~~: JZ DATE 09-15-2008
ESTATE OF ERTZ VINSON F
C~ ~,`.;,, ,-.,.- DATE OF DEATH OS--03-2007
~~^'- , ~ ,'' }„ ST FILE NUMBER 2l. 07-0833
Cl~" ' r, COUNTY CUMBERLAND
RICHARD E, CONNELL C'. ~ ''~ ACN 1[I1
BALL ETAL APPEAL DATE: 11-14-2008
2 3 0 3 MARKET S T (See reverse side under Objections
CAMP HILL PA 17011 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND C:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ---) RETAIN LOWER PORTION FOR YOUR RECORDS !-
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ERTZ VINSON F FILE N0. 21 07-0833 AC:N 101 DATE 09-15-2008
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) C2) 23,453.03 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) (5) 2,240.89
6. Jointly Owned Property (Schedule F) (6) 35,482.16
7. Transfers (Schedule G) (7) 2,514.78
8. Total Assets (g) 63, 690.86
APPROVED DEDUCTIONS AND EXEMPTIONS:
13,617.75
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 13.617 _ 7~
12. Net Value of Tax Return C12) 50, 073.11
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (lG) 50,073.11
NOTE: If an assessment was issued previously, lines 14, 15 and.ior 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) 47,558.33 X 045= 2,140.12
17. Amount of Line 14 at Sibling rate C17) 2,514.78 X 12 _ 301.77
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (ly)= 2,441.89
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT C+)
DATE
NUMBER
INTEREST/PEN PAID C-) AMOUNT PAID
06-03-2008 CD009833 .00 2,441.89
TOTAL TAX CREDIT 2,441.89
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.
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.)