HomeMy WebLinkAbout01-30-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0681
THOMAS S BECKLEY
BECKLEY K MADDEN
212 N 3RD ST
HBG
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NDTICE OF INHERITANCE TAX
APPRAISEMfNT, ALLOWANCE OR DISALLOWANCE
-OF DEDUC~IDNS AND ASSESSMENT OF TAX
REV-1547 EX AFP C12-88)
~i~~i'i ~~,~~ 3~ ~t~ ~2~ G9 DATE 01••27-2009
ESTATE OF HERBST JAMES E
^! (~'y~''•.- DATE OF DEATH 01-16-2008
iJ ~~ ~I ~\ '. ,I~
oE~;~~~,.'ti,"~,~~1~~T FILE NUMBER 21 08-0118
i ~-"""" '^ '-,,-, ~ra COUNTY CUMBERLAND
ACN 10:L
APPEAL DATE: 03-28-2009
(See reverse side under Objections)
PA 17101 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~) __RETAIN LOWER PORTION FOR YOUR RECORDS ~ ______________
REV-1547 EX AFP C12-08~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ccreTt` nF HERBST JAMES E FILE N0. 21 08-0118. ACN 101 DATE 01-27-2009
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) (1) 265,000.00 NOTE: To insure proper
. (2) 1,605,615.45 credit to Your account,
2. Stocks and Bonds (Schedule B) submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) •00 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) 72,092.69
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
1,942,708.14
s. Total Assets (g)
APPROVED DEDUCTIONS AND EXEMPTIONS: 16,.821.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
(Schedule I)
/Li
i (10) 13.44 7.54
10. ens
es
Debts/Mortgage Liabilit
11. Total Deductions (11) 30.268.ri4_
1,912,439.60
12. Net Value of Tax Return (12) .00
13 Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule .J) C13)
. 1,912,439.60
14. Net Value of Estate Subject to Tax (14)
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 assess ed to date.
ASSESSMENT OF TAX:
00
00
.00
15. Amount of Line 14 at Spousal rate C15) . X =
1 , 912, 439.60 X 045 = 86, 059.78
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B ra te (18) .00 X 15 = .00
(19)= 86, 059.78
19. Principal Tax Due
IAA I.RCLl IJ'
PAYMENT
DATE
RECEIPT
NUMBER
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
10-03-2008 (0010364 .00 8Q,059.78
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 86,059.78
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
/ '•,
IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS RE9UIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE/ ti
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) (/