HomeMy WebLinkAbout06-06-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
"•^F'NATT~C;E~'LTF^[NHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APP#ik~S~NE'N7`>'AL'~~OWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION O~~ ip~p4~;~I~ONS SAND' ASSESSMENT OF TAX
PO BOX 280601 __ " ~ , ~_, , „ , .,.._.
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
~~~~ ~~ _~ ~~ ~~; ~1l,TE 06-03-2008
ESTATE OF COLDREN VIRGINIA M
~~C~i~ `JF DATE OF DEATH 11-04-2007
n;~~y,,, r~,1 T FILE NUMBER 21 07-1007
~~" ""~`' ~ ~ `'`'"~~'~ ~ COUNTY CUMBERLAND
ANDREW H SHAW ESq C~ CN 101
ANDREW H SHAW LAW OFC APPEAL DATE: 08-02-2008
200 S SPRING GARDEN S (See reverse side under06jections)
CARLISLE PA 17013 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 E'-
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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 COLDREN VIRGINIA M FILE N0. 21 07-1007 ACN 101 DATE 06-03-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 162, 675.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3.
Closely Held Stock/Partnership Interest (Schedule C)
C3)
.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) 15,558.48
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) 382, 907.73
8. Total Assets (g) 561, 141 .21
APPROVED DEDUCTIONS AND EXEMPTIONS:
3,928.47
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens [Schedule I) C10) 1,721.35
11. Total Deductions (11) S•64 9.R
12. Net Value of Tax Return (12) 555,441.39
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) (13) •00
14. Net Value of Estate Subject to Tax (14) 555,491.39
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) 555,491.39 X 045 = 24,997.11
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) •0 0 X 15 _ .00
19. Principal Tax Due (19)= 24,997.11
TAY /`DCT7TC.
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-01-2008 CD009246 1,249.86 23,747.25
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 24,997.11
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
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( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. }
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE J
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)