HomeMy WebLinkAbout09-12-08 (2)BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.NOTICE OF INHERITANCE TAX
'-- APARAIS£M,ENT, ALLOWANCE OR DISALLOWANCE
i ~;'~; ~'~~rJ'~'~-~ ' dK' DE'DU`CTIONS AND ASSESSMENT OF TAX
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RICHARD L WEBBER JR~ESQ
WEIGLE 8~ ASSOCS
126 E KING ST
SHIPPENSBURG PA 17257
REV-1547 EX AFP C06-D5)
DATE 09-15-2008
ESTATE OF ROSENBERRY BETTY W
DATE OF DEATH 09-26-2007
FILE NUMBER 2ll 07-0925
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-14-2008
(See reverse side under Objections)
Amount Remitted)
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND (:0 COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -- RETAIN LOWER PORTION FOR YOUR RECORDS !-
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REV-1547 EX AFP (03-05~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT' OF TAX
ESTATE OF ROSENBERRY BETTY W FILE N0. 21 07-0925 ACN 101 DATE 09-15-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANIGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 43,047.70
2. Stocks and Bonds (Schedule B) (2) .00
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00
4. Mortgages/Notes Receivable (Schedule D) (4) .00
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 366,931.96
6. Jointly Owned Property (Schedule F) (6) 12 9,39 3.52
7. Transfers (Schedule G) (7) .00
8. Total Assets C8)
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
539,373.18
APPROVED DEDUCTIONS AND EXEMPTIONS:
15,436.80
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1.952.36
11. Total Deductions C11) 17,389.16
12. Net Value of Tax Return C12) 521,984.02
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 521,984.02
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) 521,984.02 X 045 = 23,489.28
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 C19)= 23,489.28
TeX f_R FTITTC:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
12-20-2007 CD009098 1,171.05 21,250.00
06-17-2008 CD009903 .00 68.23
TDTAL TAX (:R EDIT 23,489.28
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
^ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN 81, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)