HomeMy WebLinkAbout12-08-08COMMONWEALTH OF PENNSYLVANIA
- ~ ~•~El~-ART1tENT OF REVENUE
~:f~DT1CE QF ,INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APRRAI'S~M~MT,,gL.LDWANCE DR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601
Z~ti~ ~~~ _~ ~ ~• ~ ~ REY-1547 EX AFP C06-05)
DATE 12-01-2008
~-,If ;,,_ ESTATE OF H.AMSHER DORIS B
t'~-rE"'~i h" DATE OF DEATH 11-23-2007
~~~`~'~I~~: Caf~~sf'i FILE NUMBER 21 07-1115
COUNTY CUMBERLAND
RICHARD C SNELBAKER ESQ. ACN 101
SNELBAKER 8~ BRENNEMAN APPEAL D/-TE: 01-30-2009
PO BOX 318 (See reverse side under Objections)
MECHANICSBURG PA 17055 Amount Remitted~-
MAKE CHECK PAYAHILE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND I;0 COURT HOUSE
CARLISLE, P~4 17013
CUT ALONG THIS LINE _ --- R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS F-- _ ___________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF HAMSHER DORIS B FILE N0. 21 07-1115 pCN 101 DATE 12-01-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANIGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 138,000.00 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
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 676,130.56
6. Jointly Owned Property (Schedule F) (6) .DO
7. Transfers (Schedule G) (7) 89,869.74
8. Total Assets (g) 904,000.30
APPROVED DEDUCTIONS AND EXEMPTIONS:
31;269.24
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 4..,615.50
11. Total Deductions (11) 35.884.74
12. Net Value of Tax Return C12) 868, 115.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ,I) (13) .00
14. Net Value of Estate Subject to Tax (14) 868, 115.56
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 (lg) .00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 868,11Fi.56 X 045 _ 39,065.20
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) •00 X 15 _ .00
19. Principal Tax Due (l9)= 39, 065.20
TAY CRFnTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT F'AID
02-20-2008 (0009316 1,578.95 30,000.00
08-21-2008 (0010172 .00 7,565.20
11-24-2008 REFUND .00 78.95-
TOTAL TAX CREDIT 39,065.20
BALANCE OF TAX DUE .00
INTEREST ANI1 PEN. .00
TOTAL DIIE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. t ~ i
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE/ 1,
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)