HomeMy WebLinkAbout08-15-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOT'SCE OF INHERITANCE TAX '
BUREAU OF INDIVIDUAL TAXES ApPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP (06-05)
,:'~~;~ ~~4 `~ ~"~I ~: ~4 DATE 08-18-2008
ESTATE OF WORRALL RICHARD J
~r_f,;_ DATE OF DEATH 02-24-2008
Q~'+~;-.u,\ ~~; ~~~ ST FILE NUMBER 21 08-0227
C~JI4 r' ~., hN. COUNTY CUMBERLAND
THOMAS E FLOWER ACN 101
SAIDIS ETAL APPEAL DATE: 10-17-2008
210 9 MARKET S T (See reverse side under Objections )
CAMP HILL PA 17011 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 C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WORRALL RICHARD J FILE N0. 21 08-0227 ACN 101 DATE 08-18-2008
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) (1) 15 5,5 37.80 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 585, 093.99 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) C5) 251 , 767.72
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (schedule G) (7) 1,165, 322.57
8. Total Assets (8) 2,157,722.08
APPROVED DEDUCTIONS AND EXEMPTIONS:
33,855.35
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) 2.717.61
11. Total Deductions (11) 36.572.96
12. Net Value of Tax Return C12) 2, 121 , 149.12
13. Charitable/Governmental Bequests; Non-elected 9113 Tru sts (Schedule .J) C13) 5 0,000.00
14. Net Value of Estate Subject to Tax C14) 2, 071 , 149.12
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) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 X 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) 975,574.56 X 12 = 117,068.95
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 1,095,574.56 X 15 164,336.18
19. Principal Tax Due (19)= 281,405.13
NUMBER INTEREST/PEN PAID (-) AMOUNT PAID
DATE
05-16-2008 CD009738 14,052.63 267,000.00
PAYMENT MUST BE MADE BY 11-24-2008*.
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 281,052.63
BALANCE OF TAX DUE 352.50
INTEREST AND PEN. .00
TOTAL bUE 352.50
( IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)