HomeMy WebLinkAbout12-17-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
--~ ~N¢TIEE,OF INHERITANCE TAX
BUREAU OF ]INDIVIDUAL TAXES APPFtAI'SEME'NT,`ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
' QF_'DEhUCTIO~S AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-D601 J REV-1547 EX AFP (06-DS)
~~1~°~ ~40~ ~ -~ ~~ ~~: 5~' DATE 12-08-2008
ESTATE OF MCCLURE CHARLOTTE S
DATE OF DEATH 12-17-2007
_
~~~-~5~a(''~=' FILE NUMBER 21 07-1174
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U4-~~~'~'~~J~ ~~' '_.Ul.~~` ~ COUNTY CUMBERLAND
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BRYAN S BREIDIGAM C~~F'~: `µ~ .`` `
' 1~~ ACN 101
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HERSHEY TRUST CO APPEAL DATE: 02-06-2009
P O BOX 4 4 5 (See reverse side under Objections )
HERSHEY PA 17033 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE _ ~- R_ETA_IN LOWER POR_TION_ FOR YOUR RECD_RDS ~ ______ _____
REV-1547 EX AFP C03-051 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE~OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF MCCLURE CHARLOTTE S FILE N0. 21 07-1174 ACN 101 DATE 12-08-2008
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) (1) 385,000.00 NOTE• To insure ro
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Crash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
• P per
C2) •00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) • 00 tax payment.
c5) 39, 173.99
c6) • 00
cn 426,304.10
~$) 850,478.09
APPROVED DEDUCTIONS AND EXEMPTIONS:
89,499.98
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 5.025.84
11 . Total Deductions I11) 94 . ~, ~ . S
12. Net Value of Tax Return C12) 755, 952.27
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14)
755,952.27
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, IS 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 (`RFTITTC•
cl5) • 00 X 00 _ .00
c16) 755,952.27 X 045 _ 34,017.86
n7) • 00 X 12 _ . 00
cla) • 00 X 15 _ . 00
c19)= 34,017.86
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-13-2008 CD009408 1,631.58 31,000.00
09-05-2008 CD010230 / .00 1,386.33
TOTAL TAX CREDIT 34,017.91
$ALANCE OF TAX DUE .05CR
INTEREST AND PEN. .00
TOTAL DUE .05CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $lr NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
w ~CCIIAIn crr crvrccr crnp nF THIS FORM FOR INSTRUCTIONS.) L-~~