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HomeMy WebLinkAbout12-22-08 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES ~ '' ~jNO;T,I'C~ Of 'INHERITANCE TAX AFSPRAISEMENT ALLOW INHERITANCE TAX DIVISION , ANCE OR DISALLOWANCE PO BOX 2806D1 OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-D5) ~('Si?+~~':~ ~^~ F~ ~; ~~DATE 12-15-2008 ESTATE OF WISER GLADYS L DATE OF DEATH 03-18-2008 ~,~~ `i ~,.,T FILE NUMBER 21 08-0444 ADAM R SCHELLHAS CDUNTY CUMBERLAND ~' GFa E ESQ ~ _ ACN 101 SALZMANN HUGHES APPEAL DATE: 02-13-2009 7 9 S T P A U L D R (See reverse side under Objections CHAMBERSBURG PA 17201 Amount Remitted -~ MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE --- -------------------- - -• RETAIN LOWER PORTION FOR YOUR RECORDS t-- ----------- REV-1547 EX AFP C03-05) _ ___ -------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WISER GLADYS L FILE N0. 21 08-0444 ACN 101 DATE 12-15-2008 TAX RETURN WAS: (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) 78,000.00 NOTE: To i 2. Stocks and Bonds (Schedule B) (2) .00 nsure proper credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) 00 of this form with your . tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5)- 15.310.15 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .0 0 B. Total Assets (B) 93,310.15 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13 37,971.09 (9) (lo) 2,786 28 (11) -- 40 .7 7. ~7 (12) 52,552.78 Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax C14) 52,552.78 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) .00 X 00 __ .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 52, 552.78 X 045 = 2, 364.88 17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00 18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00 19. Principal Tax Due TAX CRFnTTS. (19)= 2,364.88 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 09-08-2008 CD010244 .00 2,364.88 IUTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 2,364.88 .00 .00 .00 ~ IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED ~ ~~ ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" . (CR), YOU MAY BE DITE ~~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~/~/