HomeMy WebLinkAbout10-10-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG F'A 17128-0601
MARVIN BESHORE ESq
M BESHORE LAW OFCS
PO BOX 946
HBG PA 17108
COMMONWEALTH OF PENNSYLVANIA
_ IIERARTMENT OF REVENUE
NOTICE.OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
Of DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP C06-05)
DATE 10-06-2008
ESTATE OF HENRY REED S
DATE OF DEATH 01-10-2008
FILE NUMBER 21 08-0121
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 12-05-2008
(See reverse side under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~; -
,1 -
; 1
~~;
v, . ~
..
v ~"
CUT ALONG THIS LINE -~ RETAIN LOWER PORTION FOR YOUR RECORDS F'-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HENRY REED S FILE N0. 21 08-0121 ACN 101 DATE 10-06-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN $ASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 16D,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 1,623.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Persohal Property (Schedule E) C53 10 0,24 7.21
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) C7) .00
8. Total Assets Cg) 261 , 870 .21
APPROVE D DEDUCTIONS AND EXEMPTIONS:
35,701.18
4. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 874.82
11. Total Deductions (11) 36.76.00
12. Net Value of Tax Return (12)
225,294.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) C13) .00
14. Net Value of Estate Subject to Tax C14]
225,294.21
NOTE: If an assessment was issued previously, lines 14, 15 and/or I6, 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 (15) • 00 X 00 __ . 00
16. Amount of Line 14 taxable at Lineal/Class A rate I16) 225,294.21 X 045 = 10, 138.24
17. Amount of Line 14 at Sibling rate C17) • 00 X 12 _ . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (lg)_ 10, 138.24
TAY ~`DCTI7TC•
PA MENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
04-03-2008 CD009509 489.47 9,300.00
INTEREST IS CHARGED THROUGH 10-21-2008 TOTAL TAX CREDIT 9,789.47
AT THE: RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 348.77
REVERSE SIDE OF THIS FORM INTEREST AND PEN. .74
TOTAL DUE 349.51
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
• o~r~~.~„ crr orVCRCP srnG of THiS FORM FOR INSTRUCTIONS.)