HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
_ NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES gf~P1~/4IS8MEH7, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIYISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 "' ~' REY-1547 EX AFP (06-05)
DATE 08-11-2008
'~`~~~ ~`~~~' ~ `' ~~ ~ '' ~~ ESTATE OF WADDINGTON ANNE W
DATE OF DEATH 08-28-2007
(;~ :;_-;;( %C FILE NUMBER 21 07-0869
0!iPf'~'I`J~~` i ~;~!,JqT COUNTY CUMBERLAND
GARY L JAMES ESQ ~(i~'r' `'' ~'' ~ ~ ~~ ACN 101
JAMES ETAL ~ APPEAL DATE: 10-10-2008
134 S I P E AV E (See reverse side under Objections )
HUMMELSTOWN PA 17036 Amount Remittedr
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 C03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WADDINGTON ANNE W FILE N0. 21 07-0869 ACN 101 DATE 08-11-2008
TAX RETURN WAS: (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) (1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) ,QO credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 17 0,544.30
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 1,627,192.25
8. Total Assets (g) 1,797,736.55
APPROVED DEDUCTIONS AND EXEMPTIONS:
33,307.84
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.988.00
11. Total Deductions (11) 35.295.84
12. Net Value of Tax Return C12) 1,762,440.71
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule J) C13) .0 0
14. Net Value of Estate Sub3ect to Tax C14) 1,762,440.71
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:
'00
15. Amount of Line 14 at Spousal rate C15) X
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 1,762,440.71 X
17. Amount of Line 14 at Sibling rate C17) •00 X
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •00 X
19. Principal Tax Due
rex rocnrrc.
00 _ .00
045= 79,309.83
12 .00
15 .00
(19)= 79,309.83
PAYMENT
DATE REC IPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-) AMOUNT PAID
11-28-2007 CD009031 3,684.21 70,000.00
05-21-2008 CD009769 .00 5,625.62
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 79,309.83
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE D
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)