HomeMy WebLinkAbout01-11-08
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE 12-31-2007
ESTATE OF GREIDER JAMES E
DATE OF DEATH 10-30-2006
FILE NUMBER 21 06-0990
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-29-2008
( See reverse side under Objections)
Amount Remittedl I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
fY!_~~~~~_!~!~_~!~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_y~~~_~~~~~~~__~____________________
REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GREIDER JAMES E FILE NO. 21 06-0990 ACN 101 DATE 12-31-2007
r'i"" '" t r; '. I I n, I" I Q
i : ,-,. I t t., ~...i
p . (~- r
. \ \".,';
O~~', '
FLORENCE E WHITE
801 GREIDER LN
DAUPHIN PA 17018
TAX RETURN WAS: ( ) ACCEPTED AS FILED
( X) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
If an assess.ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of !hh returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate (17)
18. Amount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
07-24-2007
1. Real Estate (Schedule A)
2.
3.
4.
5.
6.
7.
8.
Stocks and Bonds (Schedule B)
Closely Held Stock/Partnership Interest (Schedule C)
Mortgages/Notes Receivable (Schedule D)
Cash/Bank Deposits/Misc. Personal Property (Schedule E)
Jointly Owned Property (Schedule F)
Transfers (Schedule G)
Total Assets
NOTE:
RECEIPT
NUMBER
CD008440
DISCOUNT (+)
INTEREST/PEN PAID (-)
.00
INTEREST IS CHARGED THROUGH 01-15-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
123,481.72
75,192.73
.00
.00
7,586.58
.00
.00
*
REV-1547 EX AFP (06-05)
SEE ATTACHED NOTICE
NOTE: To insure proper
credit to your account.
submit the upper portion
of this form with your
tax payment.
(8)
206,261.03
(9)
ClO)
5,487.75
( 11)
Cl2)
Cl3)
Cl4)
](;;.1;43 75
189,717.28
8,000.00
181,717.28
11,056.00
Cl5)
(16)
.00
.00
176,717.28
5,000.00
X 00 =
X 045 =
X 12 =
X 15 =
Cl9)=
.00
.00
21,206.77
750.00
21,956.77
AMOUNT PAID
21,538.26
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
21,538.26
418.51
15.32
433.83
( 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.)
.
REV-1470 EX (6-88)
INHERITANCE TAX
EXPLANATION
OF CHANGES
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG PA 17128-0601
DECEDENTS NAME
James E. Greider
FILE NUMBER
Sheila Megonnell
ACN
2106-0990
101
REVIEWED BY
ITEM
SCHEDULE NO.
A
EXPLANATION OF CHANGES
The value of the real estate is increased from $120,000.00 to $125,000.00 as the result of a
Settlement Sheet dated 12/06/2007 (the Settlement Costs were deducted from the Contract
Sales Price; $125,000.00 minus the Settlement Costs of $2,265.00 = $123,481.72).
ROW
Page 1