HomeMy WebLinkAbout02-20-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
.~ ( r- ~, NOTICE OF INHERITANCE TAX
' gPI~~A~SEME!NT;,'.ALLOWANCE OR DISALLOWANCE
BF DEDUC?LlSNS AND ASSESSMENT OF TAX
209 FEQ 20 ~M ! I ~ 23
CLEF; ; (;,=
OFF~>n,~~ ~ f~OUFT
JENNIFER B HIPP CLi~,y;~~.~?~..:'=',"`' ,_}'~., ~/~
BOGAR K HIPP LAW OFCS
1 W MAIN ST
SHIREMANSTOWN PA 17011
REV-1547 EX AFP (DI-09)
DATE 02-16-2009
ESTATE OF BRUNNER DEL S
DATE OF DEATH 03-05-2008
FILE NUMBER 21 08-0439
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 04-17-2009
(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 ~'1 RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------
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REV-1547 EX AFP (01-09) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRUNNER DEL S FILE N0. 21 08-0439 ACN 101 DATE 02-16-2009
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) 97,900.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) ,QO 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) 500.00
6. Jointly Owned Property (Schedule F) (6) 193.8 0
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 98,593.80
APPROVED DEDUCTIONS AND EXEMPTIONS:
23,606.57
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .00
11. Total Deductions (11) ?;.606.57
12. Net Value of Tax Return (12) 74,987.23
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule .1) (13) •00
14. Net Value of Estate Subject to Tax C14) 74,987.23
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)
16. Amount of Line 14 taxable at Lineal/Class A rate (16)
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate C18)
19. Principal Tax Due
TAY rQFnTTS•
.00 X
74,987.23 X
.00 X
.00 X
00 = .00
045_ 3,374.43
12 _ .00
15 = .00
(19)= 3,374.43
A M NT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
10-20-2008 CD010430 .00 3,374.43
_
TOTAL TAX CREDIT 3,374.43
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~~,
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)