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Home My WebLink About10-03-08COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE - N©TICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION OF DEDWCTIONS AND ASSESSMENT OF TAX PO BOX 2806(11 ._ - = HARRISBURG F'A 17128-06D1 REV-1547 EX AFP (06-05) ?i^"':' r;"`" ~~ C %?' r~ DATE 09-29-2008 ESTATE OF COLBERT GEORGE D ~„ -.- , ~ ~- DATE OF DEATH 12-23-2007 (``~ - ,-r FILE NUMBER 21 07-1176 `' ' ~~~ COUNTY CUMBERLAND PAUL C BAMETZREIDER ~_~~ ACN 101 REILLY ETAL APPEAL DATE: 11-28-2008 16 O 1 C O R NWA L L R D (See reverse side under Objections LEBANON PA 17042 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-154'7 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF COLBERT GEORGE D FILE N0. 21 07-1176 ACN 101 DATE 09-29-2008 TAX RETURN WAS: C X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISIED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Fteal Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. (:ash/Bank Deposits/Misc. Personal Property (Schedule E) 6. .lointly Owned Property (Schedule F) 7. 1"ransfers (Schedule G) 8. Total Assets cl) 200,000.00 c2) 92,935.39 (3) .00 (4) .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. (5) 145,878.94 (6) .00 (7) .00 (g) 438,814.33 APPROVED DEDUCTIONS AND EXEMPTIONS: 52,999.90 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 3.961.56 11. Total Deductions CI1) 56.961.46 12. Net Value of Tax Return (12) 381 , 852.87 13. Charitable/Governmental Bequests; Non-elected 9113 Trus ts (Schedu le J) C13) .00 14. Net Value of Estate Subject to Tax C14) 381,852.87 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 16. ~4mount of Line 14 taxable at Lineal/Class A rate 17. ~4mount of Line 14 at Sibling rate 18. ~4mount of Line 14 taxable at Collateral/Class B 19. Principal Tax Due Twv rornrrc. rate C18) C15) ' 00 X c16) 240,926.44 X C17) .00 X 140,926.43 x 00 _ .00 045= 10,841.69 12 _ .00 15 _ 21,138.96 (19)= 31,980.65 PAYMENT DATIE RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID 03-06-2008 CD009390 ~ 1,578.95 30,000.00 07-03-2008 CD009985 .00 401.70 TOTAL TAX CREDIT 31,980.65 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A DCCIIAI TI CCC DCVCDCC CTT1C nC TLlTC C,1DM CAD TAICTDIIf TTnAIC 1