HomeMy WebLinkAbout11-21-08COMMONWEALTH DF PENNSYLVANIA
DEPARTMENT OF REVENUE
` +'' ','" NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES App''RAISEMfNT, ALLOWANCE OR DISALLOWANCE
INHERITANCE 7AX DIVISION OF LIEDUCTIONS AND ASSESSMENT OF TAX
PO BOX 2B0601 'J . • .; ~ ,_ ,
HARRISBURG IPA 17128-0601 REY-1547 EX AFP (06-05)
lL~~' ~ _ ti{ G ~ 1}ii ~~~ ~~ DATE 11-17-2008
ESTATE OF RIGLING LUCINDA E
i 4-.~ DATE OF DEATH 11-04-2007
~`" ~ ''^ FILE NUMBER 21 07-1043
~I f ~'~~,I ~ ~ ~ 'L~
COUNTY CUMBERLAND
DAVID H STONE ES~U1 - ~t1 ACN 101
'iTONE ETAL APPEAL DATE: 01-16-2009
~+ 14 B RIDGE S T (See reverse side under Objections )
NEW CUMBERLAND PA 17070 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 (~-
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REV-15~+7 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF RIGLING LUCINDA E FILE N0. 21 07-1043 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) C1) 65, 000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 241,872.30 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .00 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property [Schedule E) (5) 4$7,858.66
6. Jointly Owned Property (Schedule F) (63 .00
7. Transfers (Schedule G) (7) .00
8. Total Assets Cg) 794,730.96
APPROVED DEDUCTIONS AND EXEMPTIONS: 86,632.98
9. Funeral Expenses/Adm. Costs/Misc. Expenses [Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens [Schedule I) C10) 5.124.17
11.. Total Deductions C11) 91.757.15
12.. Net Value of Tax Return C12) 702, 973.81
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts [Schedule J) (13) .00
14. Net Value of Estate Subject to Tax C14) 702,973.81
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, I8 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 C16) .00 X 045 = .00
17. Amount of Line 14 at Sibling rate C17) •00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) 702,973.81 X 15 = 105,446.07
19. Principal Tax Due c19)= 105,446.07
~~`PAYMENT~
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID C-) AMOUNT PAID
02-01-2008 CDO09244
0
0 ~ 5,263.16
00 100,000.00
183
07
08-04-2008 CD010
9 . .
TOTAL TAX CREDIT 105,446.23
BALANCE OF TAX DUE .16CR
INTEREST AND PEN. .00
TOTAL DUE .16CR
~ IF PAID AFTER DATE LNDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED.
FOFt CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE !~
. orc„un crc REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) `