HomeMy WebLinkAbout11-21-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_,,,,,,,, ,,, ,,„ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ;gppRASS~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 --
HARRISBURG PA 17128-0601 `~ REV-1547 EX AFP (06-05)
L~'V'Li ;`. ,, C: 9 ~,~i,,;~ ~~: ~~ DATE 11-17-2008
ESTATE OF ARTZ ROBERT E
DATE OF DEATH 09-29-2007
~~_~`i`"'`, `.~' FILE NUMBER 21 07-0931
~J~1'Y't-`,P'•t~~~ f .~J~a~ i COUNTY CUMBERLAND
JEFFREY B ENGLE ~~,`,," ' ~' ~- ,.'~;_ j'i~ ACN 101
SHAFFER B ENGLE LW OFC APPEAL DATE: 01-16-2009
12 9 MAR K E T S T (See reverse side under Objections )
MILLERSBURG PA 17061 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~) RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE DF ARTZ ROBERT E FILE N0. 21 07-0931 ACN 101 DATE 11-17-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. heal Estate (Schedule A) C1) .00 NOTE: To insure proper
2. :hocks and Bonds (Schedule B) (2) 142, 083.38 credit to your account,
00 submit the upper portion
3. I:losely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. liortgages/Notes Receivable (Schedule D) C4) •00 tax payment.
5. I:ash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 94 ,259.70
6. Jointly Owned Property (Schedule F) (6) 3 , 624.35
7. 'transfers (Schedule G) (7) .00
8. Total Assets fig) 239,967.43
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. 1=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
L0. ]Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12.
13.
14.
18,636.07
C9)
clo) 919.82
C11) 19.~~~.89
Net Value of Tax Return C12) 220,411.54
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
Net Value of Estate Subject to Tax C14) 220,411.54
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 115) •00 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 220,411.54 X 045 = 9,918.52
17. Amount of Line 14 at Sibling rate C17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 = .00
19.
rn Principal Tax Due
~nrrn_ (19)= 9,918.52
PAYMENT
DATE RECEIPT
NUMBER DISCDUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
12-28-2007
07-14-2008 CD009123
CD010024 ~ 421.05
.00 8,000.00
3.45
07-14-2008 CD010025 4.31- 1,498.62
TOTAL TAX CREDIT 9,918.81
BALANCE OF TAX DUE .29CR
INTEREST AND PEN. .00
TOTAL DUE .29CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR G4LCULATION OF ADDITIONAL INTEREST. IF^TOTAL DUErISrREFLECTEDrASrAT~~CREDITu' (CR)T, YOU MAYBE DUE ~~