HomeMy WebLinkAbout11-21-08 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIVISION
PO BOX 280601 pF DEDUCTIONS AND ASSESSMENT OF TAX
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HARRISBURG PA 17128-0601 " REV-1547 EX AFP C06-05)
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~,j ~ ~ ~{,ma ~~. ~~ DATE 11-17-2008
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ESTATE OF PAULDING MARY W
DATE OF DEATH 11-14-2007
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t_,i_a~.1 ~'i- FILE NUMBER 21 08-0069
41~FF~ 1 ~~ ~~ ~~ ~~ COUNTY CUMBERLAND
EDWARD P SEEBER ~~ ~ ;- r~ `-',~ ACN 101
JAMES ETAL APPEAL DATE: 01-16-2009
555 GETTYSBURG PK C40 (See reverse side underOhjections)
MIECHANICSBURG PA 17055 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 F'- _ ___ _______
REV-1547 EX AFP C03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR -
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PAULDING MARY W FILE N0. 21 08-0069 ACN 101 DATE 11-17-2008
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)
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 EXEMPTIDNS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11.
12,
13.
14.
Total Deductions
Net Value of Tax Return
C1) .00 NOTE: To insure proper
C2) .00 credit to your account,
(3) .00 submit the upper portion
of this form with your
C4) .00 tax payment.
c5) I2,264.04
c6) .00
c7) 340,777.60
~$) 353, 041.64
11,206.75
C9)
clo) 2,455.94
C11) ] 3.66 . 69
ci2) 339,378.95
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) 21,500.00
Net Value of Estate Subject to Tax C143 317,878.95
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.
ASSESSIMENT 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) 317,878.95 X 045 = 14,304.55
17. Amount of Line 14 at Sibling rate (17) • 00 X 12 - • 00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) •00 X 15 _ .00
19. Principal Tax Due c19)= 14, 304 .55
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PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID C-) gMOUNT PAID
02-14-2008 CD004312 / 694.74 13,200.00
07-25-2008 CD010063 .00 409.81
TOTAL TAX CREDIT 14,304.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REgUIRED. /
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YDU MAY BE DUE
• ~.-~~~.~., ccr orvcocc crnG nc TFITS FORM FOR INSTRUCTIONS.)