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HomeMy WebLinkAbout08-29-08 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ,-^ ""~NOT~CE.AF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES .. ~AP~Rf~ISEM$'NT~ ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION -0F'DEDUCTI'ONS AND ASSESSMENT OF TAX " PO BOX 280601 j '__',;._, .. .._. .- HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05) .~r;~~Q ~~~ ~ ~~ ~~~ ~{ r'~ DATE 08-25-2008 .• L ~_~ v w ,. ~ ~ ~ J ESTATE OF CULP VIRGINIA L ,_ DATE OF DEATH 03-08-2008 ; . ~ ~ ~ ~~~-' ~ FILE NUMBER 21 08-0310 r t ~^T Q~ r ~ • COUNTY CUMBERLAND DEREK J CORDIER _ ESQ ~'~;',~ `~ ACN 101 D J CORDIER LAW OFC APPEAL DATE: 10-24-2008 319 S F R O N T S T (See reverse side under Objections ) HBG PA 17104 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 PDRTION FOR YOUR RECORDS F- ___ _ ------------------------------------------------------- _ _________ ----- - - REV-1547 EX AFP C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF GULP VIRGINIA L FILE NO. 21 08-0310 ACN 101 DATE 08-25-2008 TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) tl) .0 0 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) 4,797.80 credit to your account, 00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) C3) ' of this form with your 4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 6 2,612.66 6. Jointly Owned Property (Schedule F) (6) .0 0 7. Transfers (Schedule G) (7) 303, 146.83 8. Total Assets (8) 370,557.29 APPROVED DEDUCTIONS AND EXEMPTIONS: 7,696.87 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 6.192.8 2 11. Total Deductions C11) 13.889.69 12. Net Value of Tax Return C12) 356,667.76 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00 14. Net Value of Estate Subject to Tax (14) 356,667.76 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) •0 0 X 0 0 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate C16) • 00 X 045 = . 00 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) 356,667.76 X 15 = 53,500.14 19. Principal Tax Due C19)= 53,500.14 rwv rocr-rrc. PAYMENT DATE RECEIPT NUMBER DISCOUNT +) INTEREST/PEN PAID C-) AMOUNT PAID 07-25-2008 CD010061 .00 51,895.14 PAYMENT MUST BE MADE BY 12-08-2008*. TOTAL TAX CREDIT 51,895.14 BALANCE OF TAX DUE 1,605.00 INTEREST AND PEN. .00 TOTAL DUE 1,605.00 * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE c^