HomeMy WebLinkAbout09-26-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NpTI~~'DF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES gPPRAISEMENT`;" ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - OF= _DEIZUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~~'~'~ 5~,~ 2~ ~'~i ~~: ~2 DATE o9-22-loos
ESTATE OF HAMACHER MARY J
^~.--~ ,- DATE OF DEATH 11-19-2007
_ _ ,
^~ ~ FILE NUMBER 21 08-0037
"+ !'' '" ~ ' ~ COUNTY CUMBERLAND
JACQUELINE BALTHASER ACN 101
GOLDBERG 8, BALTHASER APPEAL DATE: 11-21-2008
3540 N PROGRESS AVE (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 ---- 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 HAMACHER MARY J FILE N0. 21 08-0037 ACN 101 DATE
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9-22-2008
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) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 3,4 04.75 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) .
C3) of thi s form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax pa yment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 8 6,061.5 3
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
s. Total Assets (g) 89,466.28
APPROVED DEDUCTIONS AND EXEMPTIONS:
7,714.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8,859.00-
11. Total Deductions (11) 16.573.00
12. Net Value of Tax Return (12) 72,893.28
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule „I) (13) .00
14. Net Value of Estate Subject to Tax C14) 7 2,89 3.28
NOTE: If an assessment was issued previously, l ines 14, 15 andlor 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) 72,893.28 X 045 = 3,280.20
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 C19)= 3,280.20
TAY f QFi1TTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-30-2008 CD009949 .00 3,280.20
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 3,280.20
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE . 00 (~`~ j~
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~-=~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)