HomeMy WebLinkAbout12-17-08COMMONWEALTH DF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
BUREAU OF INDIVIDUAL TAXES Af`PRAFSEMfiNTy,-,A,Ir.LDW,~-NCE OR DISALLOWANCE
INHERITANCE TAX DIVISION ' OF' DEDUCT~O`N5''.,,A'NID !ASSESSMENT OF TAX
PO BOX 280601
HARRISBURG PA 17128-0601 REV-1547 EX AFP C06-05)
DATE 12-08-2008
~sff~ (~~~ ~ ~ '~ ~~ !~: c~ErSTATE OF LEGGETT WILLIAM T
DATE OF DEATH 06-09-2008
-. r-.,_ FILE NUMBER 21 08-0782
~ t~':~ J- COUNTY CUMBERLAND
JOHN H BROUJOS ESQ ~~1~~i .jM~ f `~'~'T
',IJE~t~ ~ ACN 101
4 N HANOVER ST ~+~ - i,1,~A APPEAL DATE: 02-06-2009
C A R L I S L E P A 17 013 (See reverse side under Objections )
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 C03-051 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE~OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LEGGETT WILLIAM T FILE N0. 21 08-0782 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) 340,900.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 779,557.60 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) C3) .0 0 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .0 0 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 8,000.00
6. Jointly Owned Property (Schedule F) C6] .0 0
7. Transfers (Schedule G) C7) 263, 795.92
8. Total Assets (g) 1 , 392, 253.52
APPROVED DEDUCTIONS AND EXEMPTIONS: 13,100.00
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10)- .00
11. Total Deductions (11) 13.100.00
12. Net Value of Tax Return C12) 1,379,153.52
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .00
14. Net Value of Estate Subject to Tax C14) 1,379,153.52
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
16. Amount of Line 14 taxable at Lineal/Class A rate
17. Amount of Line 14 at Sibling rate
18. Amount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
rex rornrrc.
C15)
1,379,153.52 X
C16) • 00 X
c17) • 00 X
C18) . 00 X
00 _ .00
045 = . 00
12 _ .00
15 _ .00
C19)= . 00
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
e vcGnNn_ sFF REVEkSE SIDE OF THIS FORM FOR INSTRUCTIONS.)