HomeMy WebLinkAbout04-13-09COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'j"_'r ~WCYT["~`•OFrIidHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ~ApFSKAISEMFNt,'Y4L~UWANCE OR DISALLOWANCE
POHBDXT280601AX DIVISION M~~ ~pNCiTY~6,NS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601 REV-1547 EX AFP (01-09)
2~Q9 APB 9 3 ~~f'(~: 57 DATE 04-13-2009
ESTATE OF ESHENBAUGH JR THOMAS W
CLFf~f{ ~~ DATE OF DEATH 03-24-2008
C~C.~r , ~~ ~.,n~ ~nT FILE NUMBER 21 08-0370
/~+ '~~ `' ~ ~''` `~~'~ COUNTY CUMBERLAND
EDMUND G MYERS lwt - ~' '~ .'•• PA ACN 101
JOHNSON ETAL APPEAL DATE: 06-12-2009
PO BOX 109 (See reverse side under Objections)
LEMOYNE PA 17043 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 (01-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ESHENBAUGH JR THOMAS W FILE N0. 21 08-0370 ACN 101 DATE 04-13-2009
TAX RETURN WAS: C 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) 236,04 6.99 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest [Schedule C) C3) • of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) 120,673.22 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property [Schedule E) C5) 50,8 01.63
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) C7) 1 , 013, 677.56
8. Total Assets fig) 1 , 421 , 199.40
APPROVED DEDUCTIONS AND EXEMPTIONS:
49,540.96
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 8,215.05
11. Total Deductions (11) 57.756 _ O1
12. Net Value of Tax Return C12) 1,363,443.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 1,363,443.39
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 C16)
17. Amount of Line 14 at Sibling rate C17)
18. Amount of Line 14 taxable at Collateral/Class B rate C18)
19. Principal Tax Due
rex rornrrc.
.00 X
1,363,443.39 X
.00 X
.00 X
OD _ .00
045_ 61,354.95
12 .00
15 .00
cly)= 61,354.95
PAYMENT
DATE RECEIPT
NUMBER D SCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
06-19-2008 CD009909 2,894.74 55,000.00
11-18-2008 CD010539 .00 3,460.21
TOTAL TAX CREDIT 61,354.95
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.)