HomeMy WebLinkAbout09-26-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NHT$CE OF. INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES AF!RRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION 'bl=.,DEDIICTLONS:AND~ ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
~~°~3 S~~ 2~ ~e~ 1 E ~ ~f~J4TE o9-22-loos
ESTATE OF E(:KERT BETTY A
^; ~ ~; , ~~~,~ DATE OF DEATH 10-14-2007
~~ ~: r ~^, ~qr FILE NUMBER 2]L 07-0943
n1 ~~ ^ - pn; COUNTY ClMBERLAND
MURREL R WALTERS III ESq `~~~ ` ACN 101
54 E MAIN ST APPEAL DATE: 11-21-2008
MECHANICSBURG PA 17055 (See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P/\ 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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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 ECKERT BETTY A FILE N0. 21 07-0943 p(;N 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) C1) .00 NOTE: To insure proper
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
13.
14.
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,I)
Net Value of Estate Subject to Tax
c13) 4,000.00
c14) 35,853.05
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 C16) • 00 X 045 . . 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 C18) 35,853.05 X 15 _ 5,377.96
19. Principal Tax Due c19)= 5,377.96
TAY f QCTITTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT F'AID
06-24-2008 CD009926 .00 5,377.96
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 5,377.96
BALANCE OF TAX DUE .00
INTEREST ANI) PEN. .00
TOTAL DIIE .00
. !
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~~,~..~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
C2) 6, 176.22 credit to your account,
00 submit the upper portion
C3) . of this form with your
C4) .00 tax payment.
cs) 35, 268.62
c6) 6, 963.30
cn .00
c8) 48,408.14
4,838.00
C9)
cl0) 3.717.09
C11) 8.~~~.09
c12) 39,853.05