HomeMy WebLinkAbout12-01-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
^'NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES A'PPI~AISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION F. _D
PO BOX 280601 _ ,_ ;Q EDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
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MIILLIAM R KAUFMAN~ ESQ ~'`'
STE B
940 CENTURY DR
h1ECHANICSBURG PA 17055
REV-1547 EX AFP (06-05)
DATE 11-24-2008
ESTATE OF SIMMERS ROBERT L
DATE OF DEATH 12-22-2007
FILE NUMBER 21 08-0006
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-23-2009
(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 E-
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SIMMERS ROBERT L FILE N0. 21 08-0006 ACN 101 DATE 11-24-2008
TAX RETURN WAS: C 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) C1) .00
2. Stocks and Bonds (Schedule B) (2) 5,615.40
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00
4. Mortgages/Notes Receivable (Schedule D) C4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 9,965.41
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 338,772.14
8. Total Assets C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
354,352.95
APPROVED DEDUCTIONS AND EXEMPTIONS: 9,016.65
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 9.016.65
12. Net Value of Tax Return C12) 345,336.30
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) .00
14 t Value of Estate Subject to Tax
N C14) 345,336.30
. e
NOTE: If an assessment was issued previously, l ines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assess ed to date.
ASSESSh4ENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) 295,200.52 X 00 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 50,135.78 X 045 = 2,256.11
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)= 2,256.11
.
~^ PAYMENT~v
DA"fE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
INTEREST IS CHARGED THROUGH 12-09-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSEE SIDE OF THIS FORM
^ IF PP~ID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DU
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DU
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 2,256.11
INTEREST AND PEN. 33.79
TOTAL DUE 2,289.90
E IS LESS THAN S1, NO PAYMENT IS REQUIRED.
E IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE