HomeMy WebLinkAbout01-23-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
RICHARD C SNELBAKER ESQ
SNELBAKER & BRENNEMAN
PO BOX 318
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'_i'~~ rY'~OTUG~ 'R~'~I~71~~RITANCE TAX
APbRAI4tM€N`P_. A'LLOWANCE OR DISALLOWANCE
t}F`'~1~DUCTIbNS AND ASSESSMENT OF TAX
REV-1547 EX AFP (12-OS)
~~~g ~ 2~ ~~ ~~; S;~ATE 01-19-2009
ESTATE OF LAUVER JOHN R
DATE OF DEATH 01-05-2008
G~..~pt{ ~''~~ FILE NUMBER 21 08-0102
ORP~~,`~'S U~7URT
COUNTY CUMBERLAND
~ Il, nr ;,,,^~ ran ~~ ACN 101
G., .. ._
MECHANICSBURG PA 17055
APPEAL DATE: 03-20-2009
(See reverse side under Objections)
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 F-
REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LAUVER JOHN R FILE N0. 21 08-0102 ACN 101 DATE 01-19-2009
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
C1) .DD NOTE: To insure proper
~2) .00 credit to your account,
.00 submit the upper portion
C3) of this form with your
~4) .00 tax payment.
c5) 354 , 828.72
c6) .00
~7) 292, 086.53
~$) 646,915.25
APPROVED DEDUCTIONS AND EXEMPTIONS: 13,,430.72
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 9,071.55
11 . Total Deductions C11) . ~'D7 _ ?7
624,412.98
12. Net Value of Tax Return C12)
.00
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule .I) C13)
624,412.98
14. Net Value of Estate Subject to Tax C14)
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 (15) •00 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 624,41:?.98 X 045 = 28,098.58
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 C19)= 28, 098.58
TAY !`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT I~AID
03-27-2008 CDD09460 1,315.79 25,000.00
09-30-2008 CD010339 .00 1,848.58
01-12-2009 REFUND .00 65.79-
TOTAL TAX CREDIT 28,098.58
BALANCE OF l'AX DUE .00
INTEREST AN:D PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN 51, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED ,4S A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)