HomeMy WebLinkAbout03-17-08
03-10-2008
FINNEGAN
11-29-2006
21 06-1145
CUMBERLAND
101
APPEAL DATE: 05-09-2008
( See reverse side under Objections)
A.ount Rellittedl
MAKE CHECK PAYABLE AND REMIT
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
-OF DEDUCTIONS AND ASSESSMENT OF TAX
.... - ; :
17
Pi:; !?~ ~I ~
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
AMBROSE FINNEGAN
612 COMSTOCK AVE
DOWNINGTOWN
t-"t
PA/19335
REV-15~7 EX AFP (06-05)
JOHN
A
I
PAYMENT TO:
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF FINNEGAN JOHN A FILE NO. 21 06-1145 ACN 101 DATE 03-10-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
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 ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
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)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
259,000.00
22,906.95
.00
.00
90,217.96
.00
.00
(8)
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
(9)
ClO)
8,530.00
12,209.83
(11) _
Cl2) _
Cl3)
Cl4) _
NOTE:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
372,124.91
/0.739 83
351,385.08
.00
351,385.08
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
Cl5)
Cl6)
Cl7>
Cl8)
.00 X 00 .00
.00 X 045 = .00
351,385.08 X 12 = 42,166.09
.00 X 15 = .00
Cl9)= 42,166.09
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
11-16-2007 CD008990 .00 42,166.09
BALANCE OF UNPAID INTEREST/PENALTY AS OF 11-17-2007 TOTAL TAX CREDIT 42,166.09
BALANCE OF TAX DUE .00
INTEREST AND PEN. 729.52
TOTAL DUE 729.52
IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. \
*
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE I
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)