HomeMy WebLinkAbout10-03-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
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RICHARD C SNELBAKER ~~,~~ '~ ~ n"
SNELBAKER 8~ BRENNEMAN
44 W MAIN ST
MECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
DATE 09-29-2008
ESTATE OF EISENHAUER HELEN B
DATE OF DEATH 02-28-2006
FILE NUMBER 21 06-0196
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-28-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALIDNG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS !-
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EISENHAUER HELEN B FILE N0. 21 06-0196 ACN 101 DATE 09-29-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) (1) .0 0 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 967.05 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) .00
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (g) 967.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
515.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions C11) 515. DO
12. Net Value of Tax Return (12) 452.05
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14)
378,751.88
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) 378,751.88 X 045 = 17,043.83
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) •00 X 15 = .00
19. Principal Tax Due C19)= 17, 043.83
TAY ~`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-26-2006 CD006738
~ 526.32 10,000.00
12-07-2006 CD007530 5.98- 6,523.49
02-05-2007 REFUND,/` / .00 15.09-
06-09-2008 CD0098~4 V 6.83- 22.61
^ IF P~4ID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 17,044.52
BALANCE OF TAX DUE .69CR
INTEREST AND PEN. .00
TOTAL DUE .69CR
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IFnTOTAL DUErISrREFLECTEDcASrAT`~CREDITu CCR)T.YOU MAYBE DUE