HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
f~,,~, I r ~iWrhl'C~^^OF INHERITANCE TAX
i, ~. d1F~71~AISlMfi~1VT i "ALLOWANCE OR DISALLOWANCE
i.DE ~fiEDUC~TIDIJS AND ASSESSMENT OF TAX
~`~l~la f~.a!4 i ~ ~~" ~ ~ ~4
!1 r~-',~ ~,~~~r~l
ROBERT G RADEBACH v', `,° ~~' '~~
R G RADEBACH LAW OFC
912 N RIVER RD
HALIFAX PA 17032
REY-1547 EX AFP (06-05)
DATE 08-11-2008
ESTATE OF HAMMOND ANN L
DATE OF DEATH 09-08-2006
FILE NUMBER 21 06-0829
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 10-10-2008
(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 ~"~ --------------
-----------------------------------------------------------------------------
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE DF HAMMOND ANN L FILE N0. 21 06-0829 ACN 101 DATE 08-11-2008
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)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule,()
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
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
C1) 150,000.00 NOTE: To insure proper
C2) ,00 credit to your account,
00 submit the upper portion
C3) of this form with your
C4) .00 tax payment.
C5) 233,691.04.
C6) 7,078.84
Cn .00
Ce) 390,769.88
14,058.48
(9)
clo) 18.621.68
C11) 32.680.16
12. Net Value of Tax Return C12) 358, 089.72
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax (14) 358, 089.72
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) •00 X 0 0 = .00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 358,089.72 X 045 = 16,114.04
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. Principal Tax Due (19)= 16, 114.04
TAY /`DCTTTC.
AYM NT
DATE RECEIPT
NUMBER SCO (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
05-21-2008 CD009762 1,166.30- 17,286.53
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 16,120.23
BALANCE OF TAX DUE 6.19CR
INTEREST AND PEN. .00
TOTAL DUE 6.19CR ~
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. ~ /
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE ~'b
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)