HomeMy WebLinkAbout01-30-09BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
:APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
', 'DF;:DEDUCTIONS AND ASSESSMENT OF TAX
~~++~~ORF';~i,^~ '.1 ~'~URT
RICHARD C SNELBAKERt.~4--n ~'I` ~"'"' ~`~
SNELBAKER & BRENNEMAN
PO BOX 318
MECHANICSBURG PA 17055
REV-1547 EX AFP (12-OS)
DATE 01-27-2009
ESTATE OF LAUVER ESTHER A
DATE OF DEATH 01-15-2008
FILE NUMBER 21 08-0136
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 03-28-2009
(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 !~
REV-1547 EX AFP C12-08) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LAUVER ESTHER A FILE N0. 21 08-0136 ACN 101 DATE 01-27-2009
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) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 12,524.48 credit to your account,
.00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 68,4 02.4 3
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 52,525.69
e. Total Assets (g) 133,452.60
APPROVED DEDUCTIONS AND EXEMPTIONS: 11,566.92
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16,842 .78
11. Total Deductions (11) 28.409.70
105,042.90
12. Net Value of Tax Return (12)
5,251.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule ,I) (13)
99,791.18
14. Net Value of Estate Subject to Tax (lG)
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:
• 00 00 . 00
15. Amount of Line 14 at Spousal rate (15) =
X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = .00
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) 99,791.18 X 15 = 14,968.68
19. Principal Tax Due (19)= 14,968.68
~~`PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-04-2008 CD009503 748.43 15,000.00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 15,748.43
BALANCE OF TAX DUE 779.75CR
INTEREST AND PEN. .00
TOTAL DUE 779.75CR
~^/
C IF TOTAL DUE IS LESS THAN S1, ND PAYMENT IS REQUIRED. L-,/~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE U
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)