HomeMy WebLinkAbout05-30-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
;~ ~.-NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES %ARPRAIS`EMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF'>DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2BD601 ,- ,,; ,
HARRISBURiG PA 17128-0601 REV-1547 EX AFP (06-05)
~~~ ~~~~ ~~ f ~ ~ ~~ DATE 05-26-2008
ESTATE OF GUINIVAN THOMAS W
DATE OF DEATH 06-08-2007
~~ F-~~~` ~_~_~ _ FILE NUMBER 21 07-0573
~i~;~r-?~ ~} r-'r--~ ~~+ COUNTY CUMBERLAND
GEORGE W PORTER ~~ F ~ ~ (~.~ ACN 101
909 E CHOCOLATE AVE APPEAL DATE: 07-25-2008
HERSHEY P A 17 0 3 3 (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 (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE: OF GUINIVAN THOMAS W FILE N0. 21 07-0573 ACN 101 DATE 05-26-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED
RESERWATION 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) 1,066,851.15 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) 5,190.00 tax payment.
5., Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 53,379.92
6.. Jointly Owned Property (Schedule F) (6) .00
7.. Transfers (Schedule G) (7) 107,718.71
8.. Total Assets (g) 1,233,139.78
APPROVED DEDUCTIONS AND EXEMPTIONS:
13,931.11
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 26.2 0
11. Total Deductions (11)
13.957.31
12. Net Value of Tax Return C12) 1,219,182.47
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) (13) 9 7,534.60
14. Net Value of Estate Subject to Tax (14) 1 , 121 , 647 .87
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:
'00
15. Amount of Line 14 at Spousal rate (15) X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1 , 121 , 647 .87 X
17. Amount of Line 14 at Sibling rate (17) •00 X
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X
19. Principal Tax Due
~rwv rurnrr~.
00 _
00
045_ 50,474.15
12 _ .00
15 _ .00
c19)= 50,474.15
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
08-31-2007 CD008627 2,368.42 45,000.00
03-0!5-2008 CD009384 .00 3,224.15
TOTAL TAX CREDIT 50,592.57
BALANCE OF TAX DUE 118.42CR
INTEREST AND PEN. .00
TOTAL DUE 118.42CR
* IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. `
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
O REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~~