HomeMy WebLinkAbout10-03-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG P,4 17128-0601
_ --
~, ~ ~ - .
RICHARD C SNELBAKER ~"`' ~ ~"
SNELBAKER 8, BRENNEMAN
PO BOX 318
MECHANICSBURG PA 17055
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTEGE OF INHERITANCE TAX
A;PPRAbSEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP (06-05)
DATE 09-29-2008
ESTATE OF BAUGHMAN NAOMI G
DATE OF DEATH 08-29-2007
FILE NUMBER 21 07-0811
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 11-28-2008
(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 _ ~ R_ETA_IN LOWER POR_TION_ FOR YOUR RECORDS E- _ ________
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BAUGHMAN NAOMI G FILE N0. 21 07-0811 ACN 101 DATE 09-29-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN N0. O1
1. Real Estate (Schedule A) C1) .00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E3 C5) 5,941.53
6. Jointly Owned Property (Schedule F) C6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (g) 5,941.53
APPROVED DEDUCTIONS AND EXEMPTIONS:
515.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10,. Debts/Mortgage Liabilities/Liens (Schedule I) (10] 575.00
11.. Total Deductions (11) 1 +090.00
12. Net Value of Tax Return (12) 4,851.53
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 308, 681.19
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) 308,681.19 X 045= 13,890.65
17'. Amount of Line 14 at Sibling rate (17) .00 X 12 _ .00
1FS. Amount of Line 14 taxable at Collateral/Class B rate (18) .00 X 15 _ .00
19. Principal Taz Due (19). 13,890.65
TAY f'D CTTTC.
PAYMENT
:DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
11-20-2007 CD008994' 694.53 13,672.33
03-06-2008 REFUND/ .00 683.62-
07-08-2008 CDOD998Q / 1.59- 219.57
09-22-2008 REFUND,/ .00 10.57-
TOTAL TAX CREDIT 13,890.65
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.
rna rALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUEC~
w ocnitin_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS J ~Z3