HomeMy WebLinkAbout12-17-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
STANLEY A SMITH
RHOADS & SINON
PO BOX 1146
HBG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~ ,C;~';yo'TI'~E QF- L.NHERITANCE TAX
APpRAI'S'EMENfr'`14LLOWANCE OR DISALLOWANCE
UF.DEDUCTIOMS' AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
ii~~~ ~~~; ~ ~ ~~ ~~: ~7DATE 12-08-loos
ESTATE OF EBERLE RUTH
,, ,-r..,,, DATE OF DEATH 05-20-2007
C~!.Ctt!t {-~" FILE NUMBER 21 07-0567
~~~~ ~!t"~~ h ' ~~'-~ ~j COUNTY CUMBERLAND
ESQ ~`'`~~ ~ f.'. ~t~ ACN 101
APPEAL DATE: 02-06-2009
(See reverse side under Objections)
PA 17108 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
N
CUT ALONG THIS LINE -) RETAIN LOWER PORTION FOR YOUR RECORDS E-
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF EBERLE RUTH N FILE N0. 21 07-0567 ACN 101 DATE 12-08-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED 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,
. 00
760 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) 505, 093.72 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 4 3,94 2.15
6. Jointly Owned Property (Schedule F) (6) .0 0
7. Transfers (Schedule G) C7) 948,462.28
~$) 1 , 498, 258.15
s. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS: 63,282.76
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 49 , 684.79
11. Total Deductions (11) 112'967'55
C12) 1,385,290.60
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
t t
T C14) 1,385,290.60
14. ax
o
Net Value of Estate Subjec
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
(15)
00 X
c16) 1,385,290.60 X
C17) • 00 x
c1s) • 00 x
00 _ .00
045= 62,338.08
12 _ .00
15 = .00
c19)= 62,338.08
1 HA I.RGLl 1 J i
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
08-17-2007 CD008559 2,894.74 55,000.00
02-20-2008 CD009330 .00 5,390.61
TOTAL TAX CREDIT 63,285.35
BALANCE OF TAX DUE 947.27CR
INTEREST AND PEN. .00
TOTAL DUE 947.27CR
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REpUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
o REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)