HomeMy WebLinkAbout10-03-08COMMDNWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT;""ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG F'A 17128-0601 REV-1547 EX AFP (06-05)
• -, ,-,.,~. DATE 09-29-2008
' ~= x4 STATE OF MACHUSAK ELIZABETH E
DATE OF DEATH 03-22-2008
~~ '--\ FILE NUMBER 21 08-0372
r ,, ~ -
~-,-~ COUNTY CUMBERLAND
KEITH 0 BRENNEMAN ,_, ~ ACN 101
SNELBAKER & BRENNEMAN APPEAL DATE: 11-28-2008
44 W MAI N ST (See reverse side under Objections)
MECHANICSBURG PA 17055 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _---) R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-- _ ________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MACHUSAK ELIZABETH E FILE N0. 21 08-0372 ACN 101 DATE 09-29-2008
TAX RETURN WAS: (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) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7,45 6.04
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 45,615.52
8. Total Assets (g) 53, 071 .56
APPROVED DEDUCTIONS AND EXEMPTIONS:
10,783.58
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 1.022.30
11. Total Deductions (11) 11 .80F:.88
12. Net Value of Tax Return (12) 41,265.68
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 41,265.68
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.
ASSESSIMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) •00 X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 41,265.68 X
17. Amount of Line 14 at Sibling rate C17) •00 X
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X
19. Principal Tax Due
Tex rQrnrrc.
00 _ .00
045_ 1,856.96
12 _ .00
15 _ .00
(19)= 1,856.96
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
07-I1-2008 CD010002 .00 1,856.96
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 1,856.96
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 81, ND PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUEL
- ~«~,.,,, crr DC1/CDCC crnc nG Turs FORM FOR INSTRUCTIONS.)