HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES rn ~n t° r•-• t-. ~,N•OTICE OF INHERITANCE TAX
1 -~ ~ARF~~AI(S~MENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION s'-
PO BOX 280601 r { ,; ~ Q~. D~ICDUCTIONS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-D601 ._ + Y' - ~ ~ - -
2QOB ~lAY -9 AM ! C ~ 23
DEBRA K WALLET ~~~N~`~lj~ 4~~P~
D K WALLET LAW ~~~TCES ~ ~'~
24 N 32ND ST
CAMP HILL PA 17011
REV-1547 EX AFP C06-05)
DATE 05-05-2008
ESTATE OF BEEBE DOUGLAS T
DATE OF DEATH 06-01-2007
FILE NUMBER 21 07-0603
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-04-2008
(See reverse side under Objections)
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 ~--~
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REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BEEBE DOUGLAS T FILE N0. 21 07-0603 ACN 101 DATE 05-05-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) 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) 233,755.06
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 7 2,266.73
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 346,017.18
8. Total Assets C8)
652,038.97
APPROVED DEDUCTIONS AND EXEMPTIONS:
13,651.01
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 7,328.75
11. Total Deductions (11) 20.979.76
12. Net Value of Tax Return (12) 631 , 059.21
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 631,059.21
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) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 631 , 059.21 X 045 = 28 , 397.66
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due Cly)= 28,397.66
TAY (`DCTTTC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
09-01-2007 CD008628 1,263.16 24,000.00
02-29-2008 CD009367 .00 3,134.50
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 28,397.66
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DU
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)