HomeMy WebLinkAbout10-03-08COMMONWEALTH OF PENNSYLVANIA .
DEPARTMENT OF REVENUE
.NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION OF DEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 260601
HARRISBURG PA 17128-0601 ~ - REV-1547 EX AFP C06-05)
-,~.,,~~s~` _J ~,~ ~.cp~4TE 10-06-2008
' `STATE OF WHITMOYER JANE S
DATE OF DEATH 07-10-2007
FILE NUMBER 21 07-0678
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~.'~`+ '" COUNTY CUMBERLAND
MURREL WALTERS III f',;'1~~ - ~ ~~~'~ACN 101
54 E MAIN ST APPEAL DATE: 12-05-2008
MECHANICSBURG PA 17055 (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 -~ 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 WHITMOYER JANE S FILE N0. 21 07-0678 ACN 101 DATE 10-06-2008
TAX RETURN WAS: C ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN N0 . O1
1. heal Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 33,813.81 credit to your account,
00 submit the upper portion
3. I:losely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Idortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 1 ,454,6 36.02
6. .Jointly Owned Property (Schedule F) (6) 19,775.13
7. 'transfers (Schedule G) C7) .00
s. Total Assets Ca) 1,508,224.96
APPROVED DEDUCTIONS AND EXEMPTIONS:
76,769.68
9. 1=uneral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. ]Debts/Mortgage Liabilities/Liens (Schedule I) C10) 16,419.39
11. Total Deductions C11) 93.189.07
12. Net Value of Tax Return C12) 1,415,035.89
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 930,260.76
14. Net Value of Estate Subject to Tax (14) 484,775.13
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. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
T~v ro ~~ntro.
c15) • 00 X 00 _ . 00
C16) .00 X 045 _ .00
cln .00 X 12 _ .00
Ilg) 484, 775.13 X 15 _ 72, 716.27
c19)= 72, 716.27
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
04-10-2008 CD00952 / .00 60,000.00
05-29-2008 CD009800/ 119.63- 12,838.34
~ IF PA:[D AFTER DATE INDICATED, SEE REVERSE
FOR G4LCULATION OF ADDITIONAL INTEREST.
TOTAL TAX CREDIT 72,718.71
BALANCE OF TAX DUE 2.44CR
INTEREST AND PEN. .00
TOTAL DUE 2.44CR
( IF TDTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU .
REV-1470 EX (8-88)
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COMMON'/VEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
DECEDENT'S NAME
INHERITANCE TAX
EXPLANATION
OF CHANGES
Jane S Whitmoyer
Deborah Washington
2107-0678
101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Accepted changes to original return.
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