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HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAI'SEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIYISION OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05) r,';€;"' .; ~ ..- ~. ATE 08-18-2008 `°` "`~ "-'` ~ ~ ~ F~"1 ~ ` ~~STATE OF SEEDS RICHARD G DATE OF DEATH 03-25-2007 t_;~.i~;;( ;- FILE NUMBER 21 07-0350 Graf r';,`~; .`~ ;,';~t,'1-iT COUNTY CUMBERLAND CHARLES E PETRIE ~~wf'- '`~ ~~.~ ACN 101 3528 BRISBAN ST APPEAL DATE: 10-17-2008 H B G P A 17111 (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 ~-1 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 OF SEEDS RICHARD G FILE N0. 21 07-0350 ACN 101 DATE 08-18-2008 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) 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 C) 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 (1) 108, 176.88 NOTE: To insure proper C2) 134,953.02 credit to your account, 00 submit the upper portion C3) . of this form with your (4) .00 tax payment. c5) 35.075.45 c6) .00 c7) .00 ca) 278,205.35 APPROVED DEDUCTIONS AND EXEMPTIONS: 45,925 .69 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.34 3 .69 11. Total Deductions X11) 49 .269 _ 38 12. Net Value of Tax Return (12) 228,935.97 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedule .J) C13) .00 14. Net Value of Estate Subject to Tax (14) 228,935.97 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) 45,787.20 X 00 _ .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 183,148.77 X 045. 8,241.69 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 Clg)= 8,241.69 TAY CQCiITTC. PAYMEN DATE R CEIPT NUMBER ISCOUNT +) INTEREST/PEN PAID C-) AMOUNT PAID 05-08-2008 CD009681 135.94- 8,377.63 l3ALANl:t OF UNPA]:D INTEREST/PENALTY AS OF 05-09-20081 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 8,241.69 .00 79.02 79.02 * IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)