HomeMy WebLinkAbout11-07-08COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES ,~ `;i.~ +~-- N.pTICE OF INHERITANCE TAX
INHERITANCE TAX DIVISION -; - ~ `'"R°~I~~MENT, ALLOWANCE OR DISALLOWANCE
PO BOX 288601 i i',,-, 4 4 _ l)E DEDUCTIONS AND ASSESSMENT OF TAX
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RICHARD L WEBB~~F%~ .~~,q'~~~ ~ IJ!~,
WEIGLE 8~ ASSOCS
126 E KING ST
SHIPPENSBURG PA 17257
REV-1547 EX AFP (06-05)
DATE 11-03-2008
ESTATE OF REATH BLANCHE
DATE OF DEATH 12-30-2006
FILE NUMBER 21 07-0136
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 01-02-2009
(See reverse side under Objections)
Amount Remitted l
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE -1 RETAIN LOWER PORTION FOR YOUR RECORDS E-
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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 REATH BLANCHE FILE N0. 21 07-0136 ACN 101 DATE 11-03-2008
TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) CL) 125,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) .00
credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) . of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) C5) 9,387.19
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 32,876.16
8. Total Assets (g)
167,263.35
APPROVED DEDUCTIONS AND EXEMPTIONS:
28,428.33
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 6,4 05.12
11. Total Deductions C11) 34.833.4F;
12. Net Value of Tax Return (12) 132,429.90
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Sch edule J) C13) .00
14. Net Value of Estate Subject to Tax C14)
132,429.90
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 C15) •00 X 00 _ .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) 132,429.90 X 045 = 5,959.35
17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) .00 X 15 _ .00
19. Principal Tax Due (19)= 5, 959.35
TAY f QFiITTC
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-)
AMOUNT PAID
09-28-2007 CD008766 .00 5,314.09
INTEREST IS CHARGED THROUGH 11-18-2008 TOTAL TAX CREDIT 5,314.09
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 645.26
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 53.02
TOTAL DUE 698.28
^ 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
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