HomeMy WebLinkAbout12-17-08BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 28D601
HARRISBURG F'A 17128-0601
EDWARD P SEEBER
JAMES ETAL
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
" ,APPRAdSEMENT, ALLOWANCE OR DISALLOWANCE
- `',,gF DEDUCTIONS AND ASSESSMENT OF TAX
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555 GTTYSBRG PIKE C40
MECHANICSBURG PA 17055
REV-1547 EX AFP C06-05)
DATE 12-08-2008
ESTATE OF BAKER RONALD
DATE OF DEATH 12-04-2007
FILE NUMBER 21 07-1112
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 02-06-2009
(See reverse side under Objections)
Amount Remitted ~ 1
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 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 BAKER RONALD FILE N0. 21 07-1112 ACN 101 DATE 12-08-2008
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) (1) 1,150,000.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 724, 153.56 credit to your account,
0 0 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) . 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) 7 5,385.01
6. Jointly Owned Property (Schedule F) C6) 371 , 505.93
7. Transfers (Schedule G) (7) 64,412.67
8. Total Assets Cg) 2,385,457.17
APPROVED DEDUCTIONS AND EXEMPTIONS: 157,349.28
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 18.360.33
11. Total Deductions C11) 175.709.61
12. Net Value of Tax Return C12) 2,209,747.56
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00
14.. Net Value of Estate Subject to Tax (14) 2,209,747.56
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:
- 00 00 . 00
15. Amount of Line 14 at Spousal rate C15) X =
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 2, 195, 222.06 X 045 = 98, 784.99
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) 14,525.50 X 15 = 2,178.83
19 al
Prihci Tax Due C19)= 100,963.82
. p
r.: r e. .
.."PAYMENT~~
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-) AMOUNT PAID
03-05-2008 CD009375~ .00 49,500.00
03-05-2008 CD009376~ .00 49,500.00
INTEREST IS CHARGED THROUGH 12-23-2008
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVER'.SE SIDE OF THIS FORM
TOTAL TAX CREDIT 99,000.00
BALANCE OF TAX DUE 1,963.82
INTEREST AND PEN. 41.48
TOTAL DUE 2,005.30
~ IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS RE9UIRED.
FOF; CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
D RFFIIND_ SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)