HomeMy WebLinkAbout05-09-08COMMONWEALTH OF PENNSYLVANIA
.,, DEPARTMENT OF REVENUE
-~r~r ~;-~-,r,[ NOTICE OF INHERITANCE TAX
BU~2EAU OF INDIVIDUAL TAXES '-" { 1 '-(~( ~~RlffA~LS~MENT, ALLOWANCE OR DISALLOWANCE
IPMERITANCE TAX DIVISION OF,;ID DUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601 L. i
HARRISBURG PA 17128-0601 '-°'~f"" `'' ~ ~ ~ '"
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NANCY SWEETING BI~~,M,t~?S"'!,'L,.~~`~ (,'~ p/~
403 ALISON AVE
MECHANICSBURG PA 17055
DATE 05-12-2008
ESTATE OF SWEETING EDITH S
DATE OF DEATH 07-21-2007
FILE NUMBER 21 07-0709
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 07-11-2008
(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 _ -1 R_ETA_IN LOWER POR_TION_ 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 SWEETING EDITH S FILE N0. 21 07-0709 ACN 101 DATE 05-12-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
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) C2) 216, 96 7.87 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
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) 8 9, 4 54.89
6. Jointly Owned Property (Schedule F) C6) 22, 666.29
7. Transfers (Schedule G) (7) .00
e. Total Assets (g) 329, 089.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
19,554.06
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2. 150.59
11. Total Deductions (11) T1.704.6~+
12. Net Value of Tax Return (12) 307,384.40
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 307,384.40
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 C15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 307,384.40 X 045 = 13,832.30
17. Amount of Line 14 at Sibling rate C17) •00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X 15 _ .00
19. Principal Tax Due (19)= 13,832.30
TAY /`DCTTTC.
AYMENT
DATE RECEIPT
NUMBER ISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
10-09-2007 CD008895 526.32 10,000.00
03-07-2008 CD009389 .00 3,255.43
INTEREST IS CHARGED THROUGH 05-27-2008 TOTAL TAX CREDIT 13,781.75
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 50.55
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 35
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL DUE 50.90
( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE '
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
REV-1476 EX (6-68)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG. PA 17128-0601
NAME
Edith S. Sweeting
Anita McCully
INHERITANCE TAX
EXPLANATION
OF CHANGES
NUMBER
2107-0709
101
ITEM
SCHEDULE Np, EXPLANATION OF CHANGES
1 8~ 3 I Reduced to zero. Fiduciary income taxes are not allowable deductions for Pennsylvania
inheritance tax purposes.
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