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HomeMy WebLinkAbout02-29-08 02-26-2008 L ITW I N 01-18-2007 21 07-0083 CUMBERLAND 101 APPEAL DATE: 04-26-2008 ( See reverse side under Objections) Allount Remittedl MAKE CHECK PAYABLE AND REMIT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX OIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ApPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF- DEDUCTIONS AND ASSESSMENT OF TAX I...: r."~. ,f: I ~{. DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN . Ii " EDWARD P SEEBER JAMES ETAL 5020 RITTER RD MECHANICSBURG STE 20 PA 17055 REV-1547 EX AFP (06-05) JOSEPH T l PAYMENT TO: CUT ALONG THIS LINE ...... RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LITWIN JOSEPH T FILE NO. 21 07-0083 ACN 101 DATE 02-26-2008 T AX RETURN WAS: (X) ACCEPTED AS F I LED CHANGED RESERVATION CONCERNING 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/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 15.145.45 .00 463,694.50 (8) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) ClO) 43,168.21 2.108.05 10. ll. 12. 13. 14. Debts/Mortgage Liabilities/Liens (Schedule I) Total Deductions (11) Net Value of Tax Return (12) Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) Net Value of Estate Subject to Tax (14) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 478,839.95 45.276.26 433,563.69 276,023.53 157,540.16 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 16. Amount of Line 14 taxable at Lineal/Class A rate NOTE: .00 X 00 .00 .00 X 045 = .00 .00 X 12 .00 157,540.16 X 15 23,631. 02 Cl9)= 23,631. 02 Cl5) Cl6) 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 RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) 04-16-2007 CD008039 1,181.55 AMOUNT PAID 23,000.00 TOTAL TAX CREDIT 24,181.55 BALANCE OF TAX DUE 550.53CR INTEREST AND PEN. .00 TOTAL DUE 550.53CR IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. ~ _- IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUc--O A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.