HomeMy WebLinkAbout11-14-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES _ .-~, ,._NOTICE DF INHERITANCE TAX
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INHERITANCE TAX DIVISION ,gpp
A13~M,ENT., ALLOWANCE OR DISALLOWANCE
PO BOX 280601 _( i '';,OF DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 "' ~ "' ~ -
REV-1547 EX AFP (06-05)
~~~~~`~~~ ~~ ~~+~ 23 DATE 11-10-2008
ESTATE OF BARNER GLADYS B
DATE OF DEATH 02-11-2008
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~^ FILE NUMBER 21 08-0197
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JULIE A BEIL ~(~~v^~
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,,',?~~ <"'',~i, PA ACN 101
641 VALLEY VIEW DR APPEAL DATE: 01-09-2009
BOILING S P R G S P A 17 0 0 7 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P,A 17013
CUT ALONG THIS LINE --
-------------------- -- -~ RETAIN LOWER PORTION FOR YOUR RECORDS ~--
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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 BARNER GLADYS B FILE N0. 21 08-0197 ACN 101 DATE 11-10-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D)
(4)
.00 of this form with your
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)- 165,8 00.85
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) (7) 656,533.28
8. Total Assets (g) 822, 334.13
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (g) 16,.810.89
10. Debts/Mortgage Liabilities/Liens (Schedule I) (LO) .00
11. Total Deductions
(11) 16.810.89
12. Net Value of Tax Return C12) 805,523.24
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .I) (13) .00
14. Net Value of Estate Subject to Tax (lG) 805,523.24
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) 250,487.32 X 045 = 11,271.80
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 555,035.92 X 15 _ 83,255.39
19. Principal Tax Due (lg)= 94,527.19
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-12-2008 (0010122 .00 94,527.19
(VIAL iwx CREDIT 94,527.19
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00 i
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN SL, NO PAYMENT IS REQUIRED. ~
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED A:i A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE I]F THIS FORM FOR INSTRUCTIONS.)