HomeMy WebLinkAbout03-05-07
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
:r:'\('~~~"M1::' ,-ALLOWANCE OR DISALLOWANCE
:,',,).. ,~,.'='D~UC'T'1-ONS AND ASSESSMENT OF TAX
'*
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO lOX 210'01
HARRIS8URG PA 17128-0'01
REV-1547 EX AFP (0'-05)
DATE 03-05-2007
ESTATE OF BAUGHMAN JAMES T
DATE OF DEATH 04-24-2006
FILE NUMBER 21 06-0385
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 05-04-2007
( See reverse ride under ObjectioltS)
A.ount Re.1ttedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
~~!_~~~~~_!~!~-~!~~------~--_!!!!!~-~~~!!_~~!!!~~-~~!-!~~!_!!~~!~!_-~--------------------
REV-1547 EX AFP {13-05} NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR .
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BAUGHMAN JAMES T FILE NO. 21 06-0385 ACN 101 DATE 03-05-2007
2007 rMR -5 P~l ,: 22
CLEF~I\ OF
WILLIAM G BAUGHMAN ORPHlIN'S COURT
SEIDENSTICKER KEITERCU\ !=li\
55 S QUEEN ST
YORK PA 17403
( ) CHANGED
TAX RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNINQ 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/Partnershlp Interest (Schedule C)
4. Mortgages/Notes RecelVable (Schedule D)
5. Cash/Bank Deposlts/Mlsc. Personal Property (Schedule E)
6. Jolntly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mlsc. Expenses (Schedule H)
10. Debts/Mortgage llabilities/Llens (Schedule I)
11. Total Deductlons
12. Net Value of Tax Return
13. Charltable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If en essess.ent wes 1ssued prev10usly, l1nes 14, 15 end/or 16, 17, 18 end 19 w1ll
reflect f1gures thet 1nclude the totel of ~ returns essessed to dete.
ASSESSMENT OF TAX:
15. Amount of Llne 14
16. Amount of Llne 14
17. Amount of Llne 14
18. Amount of Llne 14
19. Prlncipal Tax Due
NOTE:
at Spousal
taxable at
at Sibling
taxable at
rate
Llneal/Class A rate
rate
Collateral/Class B rate
NUMBER
CD006974
CD006975
CD006976
+
INTEREST/PEN PAID (-)
2,105.26
2,488.31
100.49
DATE
07-14-2006
07-14-2006
07-14-2006
(1)
(2)
(3)
(4)
(5)
(6)
(7)
131,300.00
84.800.13
.00
.00
NOTE: To lnsure proper
credlt to your account,
submit the upper portlon
of this form wlth your
tax payment.
59.976.23
50.418.98
490,866.62
(8)
817,361.96
(9)
(10)
32,743.94
2.275.29
(11)
(12)
(13)
(14)
~'i.D19."~
782,342.73
.00
782,342.73
(15)
(16)
(17)
(18)
.00 X
.00 X
782,342.73 X
.00 X
.00
.00
93,881.13
.00
93,881.13
00 .
045.
12 .
15 .
(19).
AMOUNT PAID
40,000.00
47,277.89
3,722.11
TOTAL TAX CREDIT 95,694.06
BALANCE OF TAX DUE 1,812.93CR
INTEREST AND PEN. .00
TOTAL DUE 1,812.93CR
( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. ~
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.