HomeMy WebLinkAbout07-25-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
- " -,~-,N07ICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES ARFRAY~EMEMT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION -OF~'DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2806D1 - - _ _,,
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
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ESTATE OF SHAW FREDITH E
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BRADLEY L GRIFFI~U'''•' ~ r - ~' ~'~~
GRIFFIE & ASSOCS
200 N HANOVER ST
CARLISLE PA 17013
DATE OF DEATH 12-28-2007
FILE NUMBER 21 08-0072
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 09-26-2008
(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 (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHAW FREDITH E FILE N0. 21 08-0072 ACN 101 DATE 07-28-2008
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) I1) 166,900.00 NOTE: To insure proper
credit to your account,
2. Stocks and Bonds (Schedule B) (2) 66,456.52
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 252,332.22
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 684,595.58
8. Total Assets Ig) 1 , 170 , 284.32
APPROVED DEDUCTIONS AND EXEMPTIONS:
25,114.21
9. 'funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 2.672 .19
11. Total Deductions C11)
77.786.40
12. Net Value of Tax Return C12) 1,142,497.92
13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14)
1,142,497.92
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 assess ed 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) 1 , 142, 497.92 X 045 = 51 , 412.41
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.
Twv ro Principal Tax Due
rnrrc. C19)= 51,412.41
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) AMOUNT PAID
03-20-2008 CD009440 2,570.62 54,000.00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 56,570.62
BALANCE OF TAX DUE 5,158.21CR
INTEREST AND PEN. .00
TOTAL DUE 5,158.21CR
IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED. ,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)