HomeMy WebLinkAbout09-26-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
,,-, .NQT.I.CE.AF,.LNHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A~fLRASSEMENTI;AL'LOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION QF pEDUCTiONS.AND ASSESSMENT OF TAX
PO BOX 280601 - - -
HARRISBURG PA 17128-0601 ~ - - ~ REV-1547 EX AFP (06-05)
2C1~'DJ ~' ~ CG !t' r ~ ~ ~ ~y`-rATE OF HEMLER2008 ELIZABETH B
DATE OF DEATH 10-04-2007
~~~._-~''; ~~- FILE NUMBER 21 07-0916
Qi if't i~ ~;',~ ~~~~.'! R~ COUNTY CUMBERLAND
ELYSE E ROGERS ESQ ^I ', `_ ~ 7{~pCN 101
~~ ~: .
KEEPER ETAL APPEAL DATE: 11-21-2008
635 N 12TH ST STE 400 (See reverse side under Objections)
LEMOYNE PA 17043 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND NCO COURT HOUSE
CARLISLE, P,A 17013
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECCIRDS ~--
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT" OF TAX
ESTATE OF HEMLER ELIZABETH B FILE N0. 21 07-0916 AICN 101 DATE 09-22-2008
TAX RETURN WAS: C 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) (1) 25E„ 5 00.00 NOTE: To insure proper
2. Stocks and Bonds (Stchedule B) (2) 349,822.52 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank DepositslMisc. Personal Property (Schedule E) C5) 13~i_,814.17
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 13~i,712.72
8. Total Assets ($) 875,849.41
APPROVED DEDUCTIONS AND EXEMPTIONS: 37,205.91
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10)_ 1.,660.05
11. Total Deductions. (11) 38.865.96
12. Net Value of Tai; Return (12) 836,983.45
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 836, 983.45
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 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 836,983.45 X 045 = 37,664.26
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due (ly)= 37, 664.26
rex rornrrc.
PAYMENT
DATE RECEYPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT I~AID
12-27-2007 CD009122 1,736.84 33,000.00
07-02-2008 CD009966 .00 2,927.41
09-15-2008 SBADJUST .00 .O1
TOTAL TAX CREDIT 37,664.26
BALANCE OF T'AX DUE .00
INTEREST ANA PEN. .00
TOTAL DIJE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN +.1, NO PAYMENT IS REQUIRED.L~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED /1S A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~