HomeMy WebLinkAbout10-10-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- ;NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES 'APPRAIS£MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 _, . ..
HARRISBURG I'A 17128-0601 REV-1547 EX AFP C06-05)
;n;;^ ~;'~? ~ (~ ~d '; ZU DATE 10-06-2008
`` ;U ~~~~ ~ ESTATE OF GLUNT ELLEN M
DATE OF DEATH 03-27-2008
` ~ FILE NUMBER 21 08-0393
inn i r`., i, ~(7T
~~~ ` COUNTY CUMBERLAND
STEPHEN L BLOOM ESQ ~',,, , `~~ ACN 101
]:RWIN & MCKNIGHT APPEAL DATE: 12-05-2008
Ei O W P O MF R E T S T (See reverse side under Objections )
CARLISLE PA 17013 Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT AL[ING THIS LINE --') RETAIN LOWER PORTION FOR YOUR RECORDS t--
REV-15~i7 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GLUNT ELLEN M FILE N0. 21 08-0393 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 BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 179,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,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) C4) •00 taz payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5] 4,62 8.00
6. Jointly Owned Property (Schedule F) (6) 36,470.23
7. Transfers (Schedule G) (7) 72, 106.27
8. Total Assets (g) 292,204.50
APPROVED DEDUCTIONS AND EXEMPTIONS: 31,062.13
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 34 6.93
11. Total Deductions C11)
11.409.06
12 .. Net Value of Tax Return (12) 260,795.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 500.00
14. Net Value of Estate Subject to Tax C14) 260,295.44
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 (15) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 260, 295.44 X 045 = 11 , 713.29
17. Amount of Line 14 at Sibling rate (17) • QO X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 = .00
Principal Tax Due
19 (19)= 11 , 713.29
.
T~V !•~C,1T TL`.
~~ PA'YMENT
IIATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
06-26-2008 CD009941 / 578.95 11,000.00
07-14-2008 CD010014 / .00 127.63
PAYMENT MUST BE MADE BY 12-27-2008*.
TOTAL TAX CREDIT 11,706.58
BALANCE OF TAX DUE 6.71
INTEREST AND PEN. .00
TOTAL DUE 6.71
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOFt CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
e occiiNn_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)