HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES QRRRA ~~~M~~MT,;~ILLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION - -9F. AEDUCI•LQMS AND ASSESSMENT OF TAX
PD BOX 280601 _
HARRISBURG PA 17128-0601 }~~~ r ~ ~ ~~
REY-1547 EX AFP (06-05)
DATE 06-03-2008
2~~8 `~~~ -~ P~ !2' ~ 9 ESTATE OF WADDINGTON HAROLD T
DATE OF DEATH 06-13-2007
~~~~~(jj FILE NUMBER 21 07-0843
'QIP,i~HA(~1 j t~~~)l,;~~ COUNTY CUMBERLAND
GARY L JAMES ESQ CV~`oj~a-n ~-~; ~, fit, ACN 101
JAMES ETAL APPEAL DATE: 08-02-2008
134 S I P E AV E (See reverse side under Objections)
HUMMELSTOWN PA 17036 Amount Remitted~-
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -i 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 WADDINGTON HAROLD T FILE N0. 21 07-0843 ACN 101 DATE 06-03-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) 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)
8. Total Assets
C1) .00 NOTE: To insure proper
(2) .00 credit to your account,
submit the upper portion
(3) .00 of this form with your
(4) .00 tax payment.
(5) 8,207.75
(6) .00
(7) 1,447,287.69
(B) 1,455,495.44
APPROVED DEDUCTIONS AND EXEMPTIONS:
27,810 .95
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) .0 0
11. Total Deductions (11) 77.810.9~i
12. Net Value of Tax Return (12) 1,427,684.49
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (ly) 1 , 427, 684 .49
NOTE: If an assessment was issued previously, l ines 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) 680,699.47 X 00 __ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 746, 985.02 X 045 _ 33, 614.33
17. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .DO
19. Principal Tax Due (19)= 33,614.33
rex rornrrc.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
09-14-2007 CD008682
~ .00 31,000.00
03-12-2008 CD009403 .00 982.75
INTEREST IS CHARGED THROUGH 06-18-2008 TOTAL TAX CREDIT 31,982.75
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,631.58
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 30.39
TOTAL DUE 1,661.97
* IF PAID AFTER DATE INDICATED, SEE REVERSE C 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
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)