HomeMy WebLinkAbout12-08-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
-- , ~NDTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ ;''i~. A~F<RAI§,~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF`~DEDUCTIONS AND ASSESSMENT DF TAX
PD BOX 280601 ~- „_
HARRISBURG PA 17128-0601 ~~ -~~~ - ~ REY-1547 EX AFP (06-05)
~~~~ ~~~ _$ P~ 3; ti ~, DATE 12-ol-zoos
ESTATE OF KROEGER MILDRED M
KEITH 0 BRENNEMA~~~f~ ~ ~ , ~AJ ~~
SNELBAKER & BRENNEMAN
44 W MAIN ST
MECHANICSBURG PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, P/\ 17013
CUT ALONG THIS LINE _ -1 R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS H _ _______________
REV-1547 EX AFP C03-05) NOTICE DF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KROEGER MILDRED M FILE N0. 21 07-0644 A(:N 101 DATE 12-01-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. 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 DEDUCTIONS AND EXEMPTIONS:
cl) 165,000.00
cz) .00
c3) .00
c4) .00
c5) 3, 757.45
c6) .00
cn .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
cs) 168,757.45
9.
Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 27,,188.00
C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 133,644.97
11 . Total Deductions X11) 1 6D .832.97
12. Net Value of Tax Return (12) 7,924.48
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .I) C13) 3,000.00
14. Net Value of Estate Subject to Tax X14) 4,924.48
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 C15) .0 0 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) •0 0 X 04 5 = .00
17. Amount of Line 14 at Sibling rate X17) . 00 X 12 _ . DO
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 4,924.48 X 15 _ 738.67
19. Principal Tax Due (19)= 738.67
TAY f DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
08-13-2008 CD010138 20.00- 759.66
TOTAL TAX CREDIT 739.66
BALANCE OF TAX DUE .99CR
INTEREST ANTI PEN. .00
TOTAL DIIE .99CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REpUIRED. /~
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.)
DATE OF DEATH OiS-25-2007
FILE NUMBER 2:l 07-0644
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-30-2009
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0: