HomeMy WebLinkAbout09-26-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2806D1
HARRISBURG PA 17128-0601
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THOMAS J AHRENS. ~,,~,
AHRENS LAW FIRM
52 GETTYSBURG PIKE
MECHANICSBURG PA 17055
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_' --''~_ `' "NOTICE OF INHERITANCE TAX
- APP~RAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEpUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP CD6-05)
DATE 09-22-2008
ESTATE OF PICKLESIMER EDSEL
DATE OF DEATH 02-27-2008
FILE NUMBER 21 08-0250
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-21-2008
(See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
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CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS t- --------------
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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 PICKLESIMER EDSEL FILE N0. 21 08-0250 ACN 101 DATE 09-22-2008
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) 173,900.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 730 , 003.90
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) 87,604.63
s. Total Assets (B) 991 , 508 .53
APPROVED DEDUCTIONS AND EXEMPTIONS:
68,664.43
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 15,322.80
11. Total Deductions C11) 83.987.23
12. Net Value of Tax Return C12) 907,521.30
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Sch edule .1) (13) .00
14. Net Value of Estate Sub3ect to Tax (14)
907,521.30
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) 907,521.30 X 045 = 40,838.46
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 (19)= 40,838.46
TAY f QCnTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
05-27-2008 CD009815 2,026.32 38,500.00
06-25-2008 CD009934 .00 312.14
TOTAL TAX CREDIT 40,838.46
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 ~~
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. l
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.)