HomeMy WebLinkAbout12-02-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
BLOOM STEPHEN L
60 WEST POMFRET STREET
CARLISLE, PA 17013
fold
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ESTATE INFORMATION: ssN: 204-of-s5s2
FILE NUMBER: 2108-0393
DECEDENT NAME: GLUNT MARY ELLEN
DATE OF PAYMENT: 1 2/02/2008
POSTMARK DATE: 1 2/02/2008
couNTY: CUMBERLAND
DATE OF DEATH: 03/ 27/ 2008
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 ~ 56.71
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 26848
SEAL
INITIALS: CJ
56.71
RECEIVED BY: GLENDA EARNER STRASBAUGH
REGISTER OAF WILLS
REV-1162 EX111-96)
NO. CD 010580
REGISTER OF WILLS
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
_ .-DEPARTMENT OF REVENUE
`" NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
' "'' `~bF DEDUCTIONS AND ASSESSMENT OF TAX
2~~8 SEC -2 P~~ 2~ 58
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~( li~ r' i ' 't i'~~
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STEPHEN L BLOOM E~~1•
IRWIN & MCKNIGHT
60 W POMFRET ST
CARLISLE PA 17013
REV-1547 EX AFP C86-05)
DATE 10-•06-2008
ESTATE OF GLIINT ELLEN M
DATE OF DEATH 03••27-2008
FILE NUMBER 21 08-0393
COUNTY CUMBERLAND
ACN 10 ].
APPEAL DATE: 12-05-2008
(See reverse siafe under Objections)
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF ~4ILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ -! R_ETA_IN LOWER PORTION FOR YOUR RECD_RDS ~- _ _______________
REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GLUNT ELLEN M FILE ND. 21. 08-0393 ACIV 101 DATE 10-06-2008
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIDNS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
C1) 179r00D.00 NOTE: To insure proper
(2) .00 credit to your account,
.00 submit the upper portion
(3) of this form with your
(4) .00 tax payment.
C5) 4;,628.00
(6) 36;470.23
C7) 72., 106 .27
(B) 292,204.50
31,062.13
(9)
(lo) 346.93
(11) ;1.409.06
(lz) 260,795.44
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(13) 500.00
(14) 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 assess ed to date.
ASSESSMENT OF TAX:
00
00
.00
15. Amount of Line 14 at Spousal rate C15) • X =
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) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te C18) •00 X 15 = .00
19 Princi
al Tax Due (lq). 11,713.29
. p
~~,PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
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 T.AX DUE 6.71
INTEREST ANII PEN. .00
TOTAL DUE 6.71
~ 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" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)