HomeMy WebLinkAbout11-21-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
~, NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION ppp~AISEMENT, ALLOWANCE OR DISALLOWANCE
PO BOX 280601 OF ,DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG P'A 17128-0601 ~ ~ ~ v REV-1547 EX AFP C06-05)
~~~~ ~*ti~~~ ~ ~ ~i~~ i ~~ DATE 11-17-2008
ESTATE OF GRAHAM DOROTHY M
DATE OF DEATH 03-03-2006
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~ ~ ~~ '`~ ` ~„ FILE NUMBER 21 06-0239
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~~F~ ~ ~ `"i COUNTY CUMBERLAND
RICHARD L WEBBER JR~lSl~' `_ .,, ., ~~ ACN 101
WEIGLE & ASSOCS APPEAL DATE: 01-16-2009
12 6 E K I N G S T (See reverse side under Objections )
SHIPPENSBURG PA 17257 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 PORTION FOR YOUR RECORDS ~---
REV-1547 EX AFP C03-051 _ _________
NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF GRAHAM DOROTHY M FILE N0. 21 06-0239 ACN 101 DATE 11-17-2008
TAX RETURN WAS: C X) ACCEPTED AS FILED C ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12
13
14
(1) 63, 030.00 NOTE: To insure proper
(2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
(4) .00 tax payment.
c5) 2,271.06
(6) .00
n) .00
(B) 65,301.06
(9) 18,899.24
clo) 37,471.7
C11) 56.;70.96
Net Value of Tax Return (12) 8, 930.10
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
Net Value of Estate Subject to Tax (14) 8,930.10
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, I7, 18 and 19 will
reflec t 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) 8,930.10 X 045 . 401.85
17. Amount of Line 14 at Sibling rate (17) •00 X 12 _ ,QO
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due
TAY !`RCi1TTC.
(19)= 401.85
P YMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
OS-13-2D08 CD010136- .00 401.85
SALANGt ur UNPAlll iNTERESTiPENALTY AS OF
* IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
08-14-2008 TOTAL TAX CREDIT 401.85
BALANCE OF TAX DUE .00
INTEREST AND PEN. 51.72
TOTAL DUE 51.72
C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
w orriiun crc RcVCRCC cTnF nF THTS FORM FOR INSTRUCTIONS.)