HomeMy WebLinkAbout11-21-08BUREAU OF= INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 2B0601
HARRISBURG PA 17128-0601
/'AMY M MOYA
l_ 0 OF SUSAN E
~+811 JONESTOWN
HBG
COMMONWEALTH OF PENNSYLVANIA
~D,EPARTMENT OF REVENUE
C --~- N9TICE OF INHERITANCE TAX
- APPRh'ISEMENT, ALLOWANCE OR DISALLOWANCE
' `-" "bF DETIUCTIONS AND ASSESSMENT OF TAX
L~~~ j~~Ikv L ~ ~~`~ ~c ~ ~`~
n ~ , r, r, f ^,-.
~l~i~C•'{..1 ~~r•.I~t1
C~J
LEDERER
RD 226
PA 17109
REV-1547 EX AFP (06-05)
DATE 11-17-2008
ESTATE OF NEUMAYER HELEN C
DATE OF DEATH 11-14-2007
FILE NUMBER 21 07-1054
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-16-2009
(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 ALONG THIS LINE ~- RETAIN LOWER PORTION 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 NEUMAYER HELEN C FILE N0. 21 07-1054 ACN 101 DATE 11-17-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
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) 2 9.4 08.02 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 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) (5) 8.172.85
6. Jointly Owned Property (Schedule F) (6) .00
7. 'transfers (Schedule G) (7) 81,800.46
e. Total Assets (B) 119,381.33
APPROVED DEDUCTIONS AND EXEMPTIONS:
28,216.44
9. (Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. ]Debts/Mortgage Liabilities/Liens (Schedule I) (10) 148.09
11. Total Deductions (11) ?8.364. F3
12. Net Value of Tax Return (12) 91,016.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00
14. Net Value of Estate Subject to Tax (ly) 91,016.80
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. ~4mount of Line 14 at Spousal rate
16. ~4mount of Line 14 taxable at Lineal/Class A rate
17. ~4mount of Line 14 at Sibling rate
18. ~4mount of Line 14 taxable at Collateral/Class B
19. Principal Tax Due
TAY rDCTTTC.
(15)
rate (18)
00 X 15 = .00
(19)= 4, 095.76
PAYMENT
DATIE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
OS-12-2008 CD010128 .00 12,429.74
.00 X
00 = .00
045_ 4,095.76
12 _ .00
c16) 91,016.80 X
C17) . 00 X
TOTAL TAX CREDIT 12,429.74
BALANCE OF TAX DUE 8,333.98CR
INTEREST AND PEN. .00
TOTAL DUE 8,333.98CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF^TOTAL DUE^IS_REFLECTED_AS_A_"CREDIT" CCR), YOU MAY BE DU
REV-1470 EX (6-88)
~'~ ` INHERITANCE TAX
~~ .
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARI~ISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Neumayer, Helen C. 2107-1054
REVIEWED BY ACN
Justin R. Gilmore 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
A 1 The value of this item has been suspended from the appraisement of the return until the
final value can be determined. A supplemental return must be filed when the value of the
suspended item is determined.
Row Page 1