HomeMy WebLinkAbout12-17-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ _ NOTICE ., Of INHERITANCE TAX
~L~REAU OF INDIVIDUAL TAXES ,,__.,~
- -APPR1,1~3E~i~t~,~ ;kLLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION „-UF DEDUCTI~QNS AND ASSESSMENT OF TAX
PO BOX 280601 -i l
HARRISBURG PA 17128-0601 •i -' '- %'~ - - REV-1547 EX AFP (06-05)
~~~~ ~~~, ~ .~ ~~ ~~' ~e DATE 11-24-2008
(~ ESTATE OF HERMAN FAYE B
DATE OF DEATH 07-09-2007
~" ~~'' ~~ FILE NUMBER 21 07-0688
v_.. i
~~~` 1~ COUNTY CUMBERLAND
CHRISTIAN C HUGEL CUB,, ~ ~ "; C;~ ACN 101
C HUGEL LW OFFICE APPEAL DATE: 01-23-2009
502 MARKET ST (See reverse side under Objections)
LEMOYNE PA 17043 Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 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 HERMAN FAYE B FILE N0. 21 07-0688 ACN 101 DATE 11-24-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 111,023.67 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) 4 5,760.27
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 74,674.29
8. Total Assets (g) 231 , 458.23
APPROVED DEDUCTIONS AND EXEMPTIONS: 7,699.47
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) 7.699.47
12. Net Value of Tax Return (12) 223,758.76
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 223,758.76
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
TAY !`DCTTTC.
C15)
00
(16) 223,758.76 X 045 _ 10,069.14
(19)= 10, 069.14
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-02-2008 CD010217 139.66- 10,208.80
6HLANt~t Ur UNYAlL 1NItKt51/YtNAL1Y AS OF
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
09-03-2008 TOTAL TAX CREDIT 10,069.14
BALANCE OF TAX DUE .00
INTEREST AND PEN. 142.60
TOTAL DUE 142.60
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~
A DCCIIAI TI cCC DLl/LOCr PTnr nr TIITn ~nnu ~.... ..... __..__-_.._
.00 X 00 _
REV-1470 EX (6-88)
±~~`
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Bax 280601
HARRISBURG. PA 17128-0601
INHERITANCE TAX
EXPLANATION
OF CHANGES
DECEDENT'S NAME FILE NUMBER
Faye B. Herman 2107-0688
REVIEWED BY ACN
Jennifer Schaefer 08162206
ITEM EXPLANATION OF CHANGES
SCHEDULE NO.
G 1 Annuity accounts are fully taxable with no $3,000 exclusion allowed.
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